# Ogletree Deakins Nash Smoak & Stewart DC Plan
Source: https://planprovider.pro/companies/ogletree-deakins-nash-smoak-stewart-plan

> Ogletree Deakins Nash Smoak & Stewart's DC plan: 2,325 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ogletree Deakins Nash Smoak & Stewart

- **Sponsor EIN:** 571044820

- **Sponsor Address:** 300 NORTH MAIN STREET, GREENVILLE, SC, 29602

- **Plan Type:** DC

- **Total Participants:** 2,325

- **Total Assets:** $248.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|2,325|$248.5M|$15.0M|$0|

| 2023|2,275|$221.8M|$14.0M|$0|

| 2022|2,301|$190.9M|$12.3M|$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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$32,974|—|$32,974|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$27,875|—|$27,875|

| ELLIOTT DAVIS LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ELLIOTT DAVIS LLC](https://planprovider.pro/provider/elliott-davis-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,849

- **Estimated Expense Ratio:** 0.024% 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|$60,849|$32,974|—|—|—|

| 2023|$26,905|$27,516|—|—|—|

| 2022|$68,056|$32,988|—|—|—|

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