Plan Snapshot
- Plan Sponsor: Orrick, Herrington & Sutcliffe LLP
- Sponsor EIN: 942952627
- Sponsor Address: 405 HOWARD STREET, SAN FRANCISCO, CA, 941052669
- Plan Type: DB
- Total Participants: 379
- Total Assets: $287.0M
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 | 379 | $287.0M | $34.1M | $0 |
| 2023 | 387 | $244.3M | $30.1M | $0 |
| 2022 | 357 | $198.8M | $12.9M | $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 |
|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST | NONE | $888,227 | — | $888,227 |
| GALLAGHER BENEFIT SERVICES INC. | NONE | $275,059 | — | $275,059 |
| SCHWAB RETIREMENT PLAN SERVICES | NONE | $94,267 | — | $94,267 |
| WITHUMSMITH+BROWN, PC | NONE | $37,508 | — | $37,508 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES INC. — NONE
- WITHUMSMITH+BROWN, PC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,295,061
- Estimated Expense Ratio: 0.451% 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 | $1,343,440 | $888,227 | — | $37,508 | — |
| 2023 | $899,311 | $490,358 | — | $29,000 | — |
| 2022 | $1,014,513 | $904,704 | — | — | — |