Plan Snapshot
- Plan Sponsor: Saul Ewing LLP
- Sponsor EIN: 231416352
- Sponsor Address: CENTRE SQUARE WEST, PHILADELPHIA, PA, 191022186
- Plan Type: DC
- Total Participants: 869
- Total Assets: $489.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 869 | $489.3M | $12.0M | $10.9M |
| 2023 | 837 | $434.1M | $20.9M | $9.9M |
| 2022 | 748 | $367.7M | $9.7M | $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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | Other Service Provider | $125,916 | — | $125,916 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $62,905 | — | $62,905 |
| FIRST FOUNDATION ADVISORS | Other Service Provider | $52,234 | — | $52,234 |
| APRICUS WEALTH LLC | Other Service Provider | $33,387 | — | $33,387 |
| WESTMOUNT PARTNERS LLC | Other Service Provider | $21,864 | — | $21,864 |
| EISNERAMPER LLP | Auditor | $19,760 | — | $19,760 |
| MYCIO WEALTH PARTNERS LLC | Other Service Provider | $18,734 | — | $18,734 |
| VERDENCE CAPITAL ADVISORS LLC | Other Service Provider | $16,232 | — | $16,232 |
| AURDAN CAPITAL MANAGEMENT LLC | Other Service Provider | $13,199 | — | $13,199 |
| COHO PARTNERS LTD | Other Service Provider | $12,268 | — | $12,268 |
| SCHIAVI & COMPANY LLC | Other Service Provider | $11,369 | — | $11,369 |
| EISNERAMPER LLP | Auditor | $10,920 | — | $10,920 |
| MCADAM LLC | Other Service Provider | $10,558 | — | $10,558 |
| APEXIUM FINANCIAL LP | Other Service Provider | $8,710 | — | $8,710 |
| CLEAR CAPITAL MANAGEMENT LP | Other Service Provider | $5,645 | — | $5,645 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- EISNERAMPER LLP — Auditor
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $423,701
- Estimated Expense Ratio: 0.087% 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 | $433,772 | $336,787 | $12,750 | $21,180 | — |
| 2023 | $436,955 | $290,409 | $25,609 | — | — |
| 2022 | $404,433 | $195,227 | — | — | $209,206 |