Plan Snapshot
- Plan Sponsor: Mcdermott Will & Emery LLP
- Sponsor EIN: 361453176
- Sponsor Address: 444 WEST LAKE STREET, CHICAGO, IL, 606060029
- Plan Type: 401(k)
- Total Participants: 1,979
- Total Assets: $1.4B
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 | 1,979 | $1.4B | $30.6M | $36.3M |
| 2023 | 1,947 | $1.2B | $28.1M | $33.8M |
| 2022 | 1,931 | $1.0B | $26.2M | $29.3M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $229,526 | — | $229,526 |
| LMCG INVENTMENT LLC | Other Service Provider | $111,459 | — | $111,459 |
| CORIENT PRIVATE WEALTH LLC | Investment Advisor | $29,080 | — | $29,080 |
| BRINKER CAPITAL INVESTMENTS LL | Other Service Provider | $22,738 | — | $22,738 |
| MOLLER WEALTH PARTNERS INC | Other Service Provider | $19,476 | — | $19,476 |
| BEACON POINTE ADVISORS LLC | Investment Advisor | $18,526 | — | $18,526 |
| WESTMOUNT PARTNERS LLC | Other Service Provider | $17,923 | — | $17,923 |
| AT INVESTMENT ADVISERS INC | Other Service Provider | $17,197 | — | $17,197 |
| MESIROW FINANCIAL INVESTMENT M | Other Service Provider | $14,673 | — | $14,673 |
| FORUM FINANCIAL MANAGEMENT LP | Other Service Provider | $12,758 | — | $12,758 |
| SYNERGY FINANCIAL GROUP LTD | Other Service Provider | $12,249 | — | $12,249 |
| NADLER FINANCIAL GROUP INC | Other Service Provider | $10,221 | — | $10,221 |
| SIKICH CPA LLC | Auditor | $9,302 | — | $9,302 |
| SPINNAKER INVESTMENT GROUP LLC | Other Service Provider | $9,120 | — | $9,120 |
| LHA CAPITAL PARTNERS LLC | Other Service Provider | $9,053 | — | $9,053 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $8,375 | — | $8,375 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- CORIENT PRIVATE WEALTH LLC — Investment Advisor
- BEACON POINTE ADVISORS LLC — Investment Advisor
- SIKICH CPA LLC — Auditor
- CHARLES SCHWAB & CO., INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $551,676
- Estimated Expense Ratio: 0.040% 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 | $564,144 | $325,542 | — | $9,302 | — |
| 2023 | $465,207 | $250,345 | $17,500 | — | — |
| 2022 | $469,009 | $250,540 | — | — | $16,900 |