Plan Snapshot
- Plan Sponsor: Ropes & Gray LLP
- Sponsor EIN: 042233412
- Sponsor Address: 800 BOYLSTON STREET, BOSTON, MA, 02199
- Plan Type: DB
- Total Participants: 328
- Total Assets: $251.5M
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 | 328 | $251.5M | $24.7M | $0 |
| 2023 | 327 | $231.8M | $24.6M | $0 |
| 2022 | 319 | $199.4M | $23.4M | $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 |
|---|---|---|---|---|
| ENVESTNET | INVESTMENT MANAGER | $91,279 | — | $91,279 |
| NEUBERGER BERMAN INVESTMENT ADV LLC | INVESTMENT MANAGER | $70,490 | — | $70,490 |
| NEUBERGER BERMAN TRUST COMPANY, NA | CUSTODIAN | $67,404 | — | $67,404 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $229,173
- Estimated Expense Ratio: 0.091% 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 | $229,176 | — | — | — | — |
| 2023 | $201,036 | $201,036 | — | — | — |
| 2022 | $162,819 | $162,819 | — | — | — |