Plan Snapshot
- Plan Sponsor: Paul Weiss Rifkind Wharton & Garrison LLP
- Sponsor EIN: 131662105
- Sponsor Address: 1285 AVENUE OF THE AMERICAS, NEW YORK, NY, 100196064
- Plan Type: DB
- Total Participants: 143
- Total Assets: $218.5M
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 | 143 | $218.5M | $2.3M | $0 |
| 2023 | 171 | $224.4M | $4.8M | $0 |
| 2022 | 178 | $207.6M | $7.0M | $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 |
|---|---|---|---|---|
| SAGE ADVISORY SERVICES | Other Service Provider | $417,952 | — | $417,952 |
| USI CONSULTING GROUP INC. | Other Service Provider | $95,265 | — | $95,265 |
| JPMORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $80,670 | — | $80,670 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $65,375 | — | $65,375 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $57,287 | $1,969 | $59,256 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN INVESTMENT MANAGEMENT INC — Recordkeeper
- PRICEWATERHOUSECOOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $718,518
- Estimated Expense Ratio: 0.329% 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 | $786,339 | $498,621 | — | — | — |
| 2023 | $707,834 | $472,403 | — | — | — |
| 2022 | $850,348 | $466,934 | — | — | $153,762 |