Plan Snapshot
- Plan Sponsor: Orrick, Herrington & Sutcliffe LLP
- Sponsor EIN: 942952627
- Sponsor Address: 2121 MAIN STREET, WHEELING, WV, 26003
- Plan Type: 401(k)
- Total Participants: 1,870
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,870 | $1.2B | $28.0M | $33.2M |
| 2023 | 1,833 | $1.1B | $27.4M | $32.1M |
| 2022 | 1,859 | $808.5M | $21.2M | $29.0M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | Other Service Provider | $833,838 | — | $833,838 |
| CERITY PARTNERS LLC | Other Service Provider | $473,951 | — | $473,951 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Other Service Provider | $424,750 | — | $424,750 |
| GALLAGHER BENEFIT SERVICES INC DBA | Other Service Provider | $65,516 | — | $65,516 |
| CERITY PARTNERS RETIREMENT PLAN ADV | Other Service Provider | $50,000 | — | $50,000 |
| REYNDERS MCVEIGH CAPITAL MANAG | Other Service Provider | $46,771 | — | $46,771 |
| ALTERNATIV WEALTH | Other Service Provider | $34,346 | — | $34,346 |
| WITHUMSMITH+BROWN, PC | Other Service Provider | $34,008 | — | $34,008 |
| CONQUIS FINANCIAL LLC | Other Service Provider | $28,482 | — | $28,482 |
| SANCHEZ & ZURES LLC | Other Service Provider | $27,687 | — | $27,687 |
| LINSCOMB WEALTH INC | Other Service Provider | $15,967 | — | $15,967 |
| ALPHA CUBED INVESTMENTS LLC | Other Service Provider | $15,753 | — | $15,753 |
| JOEL ISAACSON & CO LLC | Other Service Provider | $15,665 | — | $15,665 |
| FORT HENRY CAPITAL LLC | Other Service Provider | $10,460 | — | $10,460 |
| ENVESTNET ASSET MANAGEMENT INC | Other Service Provider | $9,413 | — | $9,413 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $8,934 | — | $8,934 |
| MONETA GROUP INVESTMENT ADVISO | Other Service Provider | $6,726 | — | $6,726 |
| SIGNATURE ESTATE & INVESTMENT | Other Service Provider | $5,978 | — | $5,978 |
| JP MORGAN PRIVATE WEALTH ADVIS | Other Service Provider | $5,819 | — | $5,819 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $2,114,064
- Estimated Expense Ratio: 0.180% 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 | $1,289,052 | $1,049,354 | $50,000 | $34,008 | — |
| 2023 | $1,093,383 | $916,254 | — | $31,751 | — |
| 2022 | $1,083,659 | $912,106 | — | — | $29,950 |