# Jenner &amp; Block LLP 401(k) Plan
Source: https://planprovider.pro/companies/jenner-block-llp-401k-plan

> Jenner &amp; Block LLP&#39;s 401(k) plan: 990 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jenner & Block LLP

- **Sponsor EIN:** 362192554

- **Sponsor Address:** 353 N. CLARK STREET, CHICAGO, IL, 606544704

- **Plan Type:** 401(k)

- **Total Participants:** 990

- **Total Assets:** $624.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|990|$624.7M|$12.5M|$14.0M|

| 2023|999|$541.0M|$11.8M|$13.1M|

| 2022|954|$445.3M|$10.2M|$11.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| STRATEGIC ADVISORS, INC.|NONE|$54,611|—|$54,611|

| FIDELITY INVESTMENT INST OPS.|NONE|$34,741|—|$34,741|

| FORVIS MAZARS|NONE|$12,900|—|$12,900|

| OCTOBER THREE CONSULTING|NONE|$11,193|—|$11,193|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — NONE

- [FIDELITY INVESTMENT INST OPS.](https://planprovider.pro/provider/fidelity-investments) — NONE

- [FORVIS MAZARS](https://planprovider.pro/provider/forvis-mazars-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $113,445

- **Estimated Expense Ratio:** 0.018% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$111,137|$54,611|—|$12,900|—|

| 2023|$140,678|$64,303|—|$12,700|—|

| 2022|$96,034|$63,756|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jenner-block-llp-401k-plan)

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