# Perkins Eastman Architects, Dpc 401(k) Plan
Source: https://planprovider.pro/companies/perkins-eastman-architects-dpc-401k-plan

> Perkins Eastman Architects, Dpc&#39;s 401(k) plan: 820 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Perkins Eastman Architects, Dpc

- **Sponsor EIN:** 133044005

- **Sponsor Address:** 115 5TH AVENUE, NEW YORK, NY, 10003

- **Plan Type:** 401(k)

- **Total Participants:** 820

- **Total Assets:** $163.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|820|$163.4M|$245,975|$9.1M|

| 2023|855|$148.2M|$50|$9.6M|

| 2022|900|$121.7M|$0|$9.0M|

## 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|

| UBS FINANCIAL SERVICES INC|ADVISOR|$98,588|—|$98,588|

| LILLING|ACCOUNTANT/AUDITOR|$6,500|—|$6,500|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [LILLING](https://planprovider.pro/provider/lilling-and-company-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $105,088

- **Estimated Expense Ratio:** 0.064% 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|$101,065|$98,588|$300|$6,500|—|

| 2023|-$109,953|$83,797|$300|$21,135|—|

| 2022|-$23,231|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/perkins-eastman-architects-dpc-401k-plan)

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