Plan Snapshot
- Plan Sponsor: Norton Rose Fulbright Us LLP
- Sponsor EIN: 741201087
- Sponsor Address: 1550 LAMAR STREET, SUITE 2000, HOUSTON, TX, 770104106
- Plan Type: 401(k)
- Total Participants: 1,876
- Total Assets: $1.1B
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,876 | $1.1B | $12.3M | $24.7M |
| 2023 | 1,612 | $940.7M | $11.2M | $22.3M |
| 2022 | 1,538 | $813.9M | $10.4M | $19.6M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $75,268 | — | $75,268 |
| MPC CAPITAL ADVISORS, LLC | INVESTMENT ADVISOR | $53,520 | — | $53,520 |
| CROWE LLP | ACCOUNTANT/AUDITOR | $19,950 | — | $19,950 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $148,738
- Estimated Expense Ratio: 0.014% 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 | -$22,578 | $128,788 | — | $19,950 | — |
| 2023 | $162,542 | $140,710 | — | $16,800 | — |
| 2022 | $97,739 | $132,620 | — | — | — |