# Perkins&Will, INC. 401(k) Plan
Source: https://planprovider.pro/companies/perkins-will-inc-401k-plan

> Perkins&Will, INC.'s 401(k) plan: 1,817 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$225,378|—|$225,378|

| FISHER INVESTMENTS|NONE|$51,222|—|$51,222|

| DYNAMIC WEALTH ADVISORS|NONE|$15,976|—|$15,976|

| ENVESTNET ASSET MANAGEMENT INC|NONE|$13,014|—|$13,014|

| PRIVATE OCEAN|NONE|$9,308|—|$9,308|

| STEELPEAK WEALTH LLC|NONE|$6,747|—|$6,747|

| WINDHAM BRANNON|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [WINDHAM BRANNON](https://planprovider.pro/provider/windham-brannon-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $321,645

- **Estimated Expense Ratio:** 0.078% 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|$325,000|$128,716|—|—|—|

| 2023|$288,550|$89,768|—|—|—|

| 2022|$266,598|$66,111|—|—|—|

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

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