Plan Snapshot
- Plan Sponsor: Jones Day
- Sponsor EIN: 346556769
- Sponsor Address: NORTH POINT, 901 LAKESIDE AVENUE, CLEVELAND, OH, 441141190
- Plan Type: 401(k)
- Plan Number: 007
- Total Participants: 0
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $1.2B | $0 | $0 |
| 2023 | 0 | $1.0B | $0 | $0 |
| 2022 | 0 | $924.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| KAYNE ANDERSON | Other Service Provider | $19,309 | $458,431 | $477,740 |
| MERCER | Investment Advisor | $268,459 | — | $268,459 |
| WELLINGTON TRUST COMPANY | Other Service Provider | $264,834 | — | $264,834 |
| HARBOURVEST PARTNERS, LLC | Other Service Provider | $148,918 | — | $148,918 |
| BLUE TORCH CREDIT OPPS FUND III LP | Other Service Provider | $109,085 | — | $109,085 |
| INCOME RESEARCH & MANAGEMENT | Other Service Provider | $91,499 | — | $91,499 |
| OGAM, LTD. | Other Service Provider | — | $26,376 | $26,376 |
| NORTHERN TRUST COMPANY | Other Service Provider | $21,114 | — | $21,114 |
| NEXUS SPECIAL SITUATIONS IV LP | Other Service Provider | $20,064 | — | $20,064 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,428,089
- Estimated Expense Ratio: 0.123% 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 | $1,000,781 | $654,098 | — | — | — |
| 2023 | $1,063,583 | $449,850 | — | — | — |
| 2022 | $753,175 | $468,848 | — | — | $181,684 |