Plan Snapshot
- Plan Sponsor: Mayer Brown LLP
- Sponsor EIN: 361447220
- Sponsor Address: 71 SOUTH WACKER DRIVE, CHICAGO, IL, 606064637
- Plan Type: 401(k)
- Total Participants: 2,078
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 2,078 | $1.2B | $20.7M | $33.8M |
| 2023 | 2,054 | $1.1B | $19.9M | $32.8M |
| 2022 | 2,043 | $973.2M | $18.7M | $29.7M |
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 |
|---|---|---|---|---|
| CURI RMB CAPITAL LLC | NONE | $247,962 | — | $247,962 |
| CREATIVE PLANNING LLC | NONE | $68,972 | — | $68,972 |
| CAPITAL MGMT SERVICES INC | NONE | $35,691 | — | $35,691 |
| FISHER INVESTMENTS | NONE | $28,118 | — | $28,118 |
| CHARLES SCHWAB & CO., INC. | NONE | $25,328 | — | $25,328 |
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $22,409 | — | $22,409 |
| DOUGLAS LANE & ASSOCIATES LLC | NONE | $21,387 | — | $21,387 |
| TANGLEWOOD TOTAL WEALTH | NONE | $17,303 | — | $17,303 |
| FLEXIBLE PLAN INVESTMENTS LTD | NONE | $16,231 | — | $16,231 |
| HOWARD CAPITAL MANAGEMENT INC | NONE | $15,471 | — | $15,471 |
| FIDUCIENT ADVISORS LLC | NONE | $13,830 | — | $13,830 |
| CHICAGO PARTNERS INVESTMENT GR | NONE | $10,930 | — | $10,930 |
| LMCG INVESTMENTS LLC | NONE | $10,506 | — | $10,506 |
| SAVANT CAPITAL LLC | NONE | $9,604 | — | $9,604 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING LLC — NONE
- FISHER INVESTMENTS — NONE
- CHARLES SCHWAB & CO., INC. — NONE
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- SAVANT CAPITAL LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $543,742
- Estimated Expense Ratio: 0.044% 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 | $522,785 | $500,376 | — | — | — |
| 2023 | $455,047 | $437,407 | — | — | — |
| 2022 | $445,764 | $426,578 | — | — | — |