Plan Snapshot
- Plan Sponsor: Kirkland & Ellis LLP
- Sponsor EIN: 361326630
- Sponsor Address: 333 WEST WOLF POINT PLAZA, CHICAGO, IL, 60654
- Plan Type: DB
- Total Participants: 725
- Total Assets: $787.8M
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 | 725 | $787.8M | $107.3M | $0 |
| 2023 | 697 | $654.7M | $94.1M | $0 |
| 2022 | 692 | $514.9M | $81.0M | $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 |
|---|---|---|---|---|
| CITIBANK | NONE | $1,876,954 | — | $1,876,954 |
| PARTNERSHIP STRATEGIES, LLC | NONE | $250,000 | — | $250,000 |
| VANGUARD FIDUCIARY TRUST COMPANY | NONE | $54,010 | — | $54,010 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CITIBANK — NONE
- VANGUARD FIDUCIARY TRUST COMPANY — NONE
- PRICEWATERHOUSECOOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,180,964
- Estimated Expense Ratio: 0.277% 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 | $2,180,964 | $1,863,948 | — | — | — |
| 2023 | $1,793,476 | $1,479,295 | — | — | — |
| 2022 | $1,835,857 | $1,527,650 | $58,207 | — | $250,000 |