# Saul Ewing LLP DC Plan
Source: https://planprovider.pro/companies/saul-ewing-arnstein-lehr-llp-plan

> Saul Ewing LLP&#39;s DC plan: 869 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$125,916|—|$125,916|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$62,905|—|$62,905|

| FIRST FOUNDATION ADVISORS|NONE|$52,234|—|$52,234|

| APRICUS WEALTH LLC|NONE|$33,387|—|$33,387|

| WESTMOUNT PARTNERS LLC|NONE|$21,864|—|$21,864|

| EISNERAMPER LLP|NONE|$19,760|—|$19,760|

| MYCIO WEALTH PARTNERS LLC|NONE|$18,734|—|$18,734|

| VERDENCE CAPITAL ADVISORS LLC|NONE|$16,232|—|$16,232|

| AURDAN CAPITAL MANAGEMENT LLC|NONE|$13,199|—|$13,199|

| COHO PARTNERS LTD|NONE|$12,268|—|$12,268|

| SCHIAVI & COMPANY LLC|NONE|$11,369|—|$11,369|

| EISNERAMPER LLP|NONE|$10,920|—|$10,920|

| MCADAM LLC|NONE|$10,558|—|$10,558|

| APEXIUM FINANCIAL LP|NONE|$8,710|—|$8,710|

| CLEAR CAPITAL MANAGEMENT LP|NONE|$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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — NONE

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — NONE

## 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/saul-ewing-arnstein-lehr-llp-plan)

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