# Herbert Smith Freehills Kramer (Us) LLP DC Plan
Source: https://planprovider.pro/companies/kramer-levin-naftalis-frankel-llp-plan-004

> Herbert Smith Freehills Kramer (Us) LLP's DC plan: 166 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Herbert Smith Freehills Kramer (Us) LLP

- **Sponsor EIN:** 131944339

- **Sponsor Address:** 1177 AVENUE OF THE AMERICAS, NEW YORK, NY, 100362714

- **Plan Type:** DC

- **Total Participants:** 166

- **Total Assets:** $171.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|166|$171.6M|$0|$0|

| 2023|181|$140.4M|$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|

| CBIZ CPAS, P.C.|Auditor|$44,339|—|$44,339|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $44,339

- **Estimated Expense Ratio:** 0.026% 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|$144,813|$23,276|—|$44,339|—|

| 2023|$139,343|$23,247|—|—|$116,096|

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