Plan Snapshot
- Plan Sponsor: Norton Rose Fulbright Us LLP
- Sponsor EIN: 741201087
- Sponsor Address: 1550 LAMAR ST STE 2000, HOUSTON, TX, 770104106
- Plan Type: DB
- Total Participants: 181
- Total Assets: $497.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 181 | $497.9M | $8.8M | $0 |
| 2023 | 184 | $494.9M | $6.3M | $0 |
| 2022 | 275 | $562.6M | $313,754 | $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 |
|---|---|---|---|---|
| PENSION BENEFIT GUARANTY CORP | PLAN ADMINISTRATOR | $1,481,134 | — | $1,481,134 |
| CARLSON CAPITAL - BLACK DIAMOND PTN | INVESTMENT MGNT | $221,235 | — | $221,235 |
| SILVERCREST ASSET MGNT GROUP | INVESTMENT MGNT | $214,093 | — | $214,093 |
| ERNST AND YOUNG LLP | ACCOUNT MAINTENANCE FEES | $203,118 | — | $203,118 |
| MADISON INVESTMENTS SERVICES | INVESTMENT MGNT | $165,104 | — | $165,104 |
| BARROW HANLEY | INVESTMENT MGNT | $143,394 | — | $143,394 |
| LAZARD ASSET MANAGEMENT | INVESTMENT MGNT | $139,680 | — | $139,680 |
| PRINCIPAL TRUST COMPANY | TRUSTEE | $91,688 | — | $91,688 |
| MPS CAPITAL ADVISORS | CONSULTANTS FEE | $65,000 | — | $65,000 |
| STATE STREET | INVESTMENT MGNT | $39,309 | — | $39,309 |
| CROWE LLP | LEGAL | $19,950 | — | $19,950 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRINCIPAL TRUST COMPANY — TRUSTEE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,783,705
- Estimated Expense Ratio: 0.559% 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 | $2,780,144 | $699,547 | $1,752,380 | — | — |
| 2023 | $4,737,240 | $829,987 | $1,889,448 | — | — |
| 2022 | $3,551,172 | $794,204 | $2,661,402 | — | $65,000 |