# Katten Muchin Rosenman LLP DC Plan
Source: https://planprovider.pro/companies/katten-muchin-rosenman-llp-plan-007

> Katten Muchin Rosenman LLP's DC plan: 1,113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Katten Muchin Rosenman LLP

- **Sponsor EIN:** 362796532

- **Sponsor Address:** 525 W. MONROE STREET, SUITE 1900, CHICAGO, IL, 606613693

- **Plan Type:** DC

- **Total Participants:** 1,113

- **Total Assets:** $793.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|1,113|$793.3M|$17.0M|$21.1M|

| 2023|1,107|$699.3M|$16.5M|$20.5M|

| 2022|1,168|$584.3M|$18.4M|$15.2M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES INC|NONE|$145,981|—|$145,981|

| CAPFINANCIAL PARTNERS LLC|NONE|$143,775|—|$143,775|

| GRANT THORNTON LLP|NONE|$30,000|—|$30,000|

| CERITY PARTNERS LLC|NONE|—|$28,165|$28,165|

| CAPITAL MGMT SERVICES INC|NONE|—|$22,614|$22,614|

| WEALTHSPIRE ADVISORS LLC|NONE|—|$22,498|$22,498|

| SIGNATURE ESTATE AND INVESTMENT|NONE|—|$22,446|$22,446|

| MESIROW FINANCIAL INVST. MGMT. INC.|NONE|—|$15,846|$15,846|

| CORIENT PRIVATE WEALTH LLC|NONE|—|$9,809|$9,809|

| HOWARD CAPITAL MGMT INC|NONE|—|$5,638|$5,638|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — NONE

- [CORIENT PRIVATE WEALTH LLC](https://planprovider.pro/provider/creative-planning) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $446,772

- **Estimated Expense Ratio:** 0.056% 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|$319,756|$143,775|—|$30,000|—|

| 2023|$254,663|$90,168|—|$28,500|—|

| 2022|$267,689|$103,123|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/katten-muchin-rosenman-llp-plan-007)

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