# Lewis Roca Rothgerber Christie LLP 401(k) Plan
Source: https://planprovider.pro/companies/lewis-roca-rothgerber-christie-llp-401k-plan

> Lewis Roca Rothgerber Christie LLP's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lewis Roca Rothgerber Christie LLP

- **Sponsor EIN:** 860095078

- **Sponsor Address:** 201 E. WASHINGTON STREET, PHOENIX, AZ, 850042595

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $6,432

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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.|

| 2025|0|$6,432|$0|$0|

| 2024|282|$162.9M|$3.8M|$4.0M|

| 2023|296|$258.2M|$8.9M|$4.8M|

| 2022|441|$320.1M|$1.8M|$5.6M|

## 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|

| DORSETT, CHRISTOPHER ROBERT|NONE|$41,057|—|$41,057|

| SCHWAB RETIREMENT PLAN SERVICES, IN|NONE|$24,554|—|$24,554|

| SAGE ADVISORY GROUP|NONE|$15,500|—|$15,500|

| EIDE BAILLY,LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [SAGE ADVISORY GROUP](https://planprovider.pro/provider/sageview-advisory-group) — NONE

- [EIDE BAILLY,LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $81,111

- **Estimated Expense Ratio:** 1261.054% 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|

| 2025|—|—|—|—|—|

| 2024|$81,111|$61,206|—|—|—|

| 2023|$149,545|$99,540|$49,055|—|—|

| 2022|$177,256|—|—|—|—|

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