# Schroder Us Holdings INC. 401(k) Plan
Source: https://planprovider.pro/companies/schroder-us-holdings-inc-401k-plan

> Schroder Us Holdings INC.'s 401(k) plan: 344 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Schroder Us Holdings INC.

- **Sponsor EIN:** 132621402

- **Sponsor Address:** 7 BRYANT PARK, NEW YORK, NY, 10018

- **Plan Type:** 401(k)

- **Total Participants:** 344

- **Total Assets:** $220.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|344|$220.8M|$9.6M|$4.9M|

| 2023|352|$194.7M|$9.4M|$5.0M|

| 2022|357|$164.8M|$8.5M|$4.2M|

## 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|

| ERNST & YOUNG US LLP|NONE|$137,248|—|$137,248|

| THE VANGUARD GROUP, INC.|NONE|$67,701|—|$67,701|

| ROPES & GRAY LLP|NONE|$53,275|—|$53,275|

| FIDUCIENT ADVISORS LLC|NONE|$41,250|—|$41,250|

| MORGAN STANLEY DOMEST HLDGS INC|NONE|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [ERNST & YOUNG US LLP](https://planprovider.pro/provider/ernst-and-young-llp) — NONE

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [ROPES & GRAY LLP](https://planprovider.pro/provider/ropes-and-gray-llp) — NONE

- [MORGAN STANLEY DOMEST HLDGS INC](https://planprovider.pro/provider/morgan-stanley) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $304,474

- **Estimated Expense Ratio:** 0.138% 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|$303,899|—|—|—|—|

| 2023|$257,244|—|—|—|—|

| 2022|$97,220|—|—|—|—|

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