# Kelley Drye & Warren LLP DC Plan
Source: https://planprovider.pro/companies/kelley-drye-warren-llp-plan-002

> Kelley Drye & Warren LLP's DC plan: 556 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kelley Drye & Warren LLP

- **Sponsor EIN:** 135335107

- **Sponsor Address:** 3 WORLD TRADE CENTER, NEW YORK, NY, 10007

- **Plan Type:** DC

- **Total Participants:** 556

- **Total Assets:** $442.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|556|$442.3M|$4.9M|$8.8M|

| 2023|563|$398.6M|$4.7M|$8.3M|

| 2022|545|$338.2M|$4.5M|$7.4M|

## 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|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$199,059|—|—|—|—|

| 2023|$80,655|—|—|—|—|

| 2022|$129,890|—|—|—|—|

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