Plan Snapshot
- Plan Sponsor: Perkins&Will, INC.
- Sponsor EIN: 362690384
- Sponsor Address: 410 N. MICHIGAN AVENUE, SUITE 1600, CHICAGO, IL, 60611
- Plan Type: 401(k)
- Total Participants: 1,817
- Total Assets: $414.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,817 | $414.4M | $8.0M | $21.4M |
| 2023 | 1,864 | $365.9M | $6.3M | $21.1M |
| 2022 | 1,850 | $298.1M | $4.1M | $18.5M |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $325,000 | $128,716 | — | — | — |
| 2023 | $288,550 | $89,768 | — | — | — |
| 2022 | $266,598 | $66,111 | — | — | — |