Plan Snapshot
- Plan Sponsor: Seyfarth Shaw LLP
- Sponsor EIN: 362152202
- Sponsor Address: 233 S. WACKER DR., SUITE 8000, CHICAGO, IL, 60606
- Plan Type: DC
- Total Participants: 1,762
- Total Assets: $925.9M
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 | 1,762 | $925.9M | $24.4M | $27.7M |
| 2023 | 1,910 | $816.4M | $23.7M | $27.7M |
| 2022 | 1,958 | $684.1M | $21.5M | $25.5M |
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 | $395,169 | — | $395,169 |
| CORIENT PRIVATE WEALTH LLC | NONE | $74,153 | — | $74,153 |
| HEINZ GLOBAL ASSET MGMT INC | NONE | $39,263 | — | $39,263 |
| GEMMER ASSET MANAGEMENT LLC | NONE | $39,127 | — | $39,127 |
| INGALLS & SNYDER LLC | NONE | $32,843 | — | $32,843 |
| SAVANT CAPITAL LLC | NONE | $30,537 | — | $30,537 |
| MORNINGSTAR INVESTMENT SERVICE | NONE | $29,604 | — | $29,604 |
| WEALTH ENHANCEMENT ADVISORY SE | NONE | $20,067 | — | $20,067 |
| JMG FINANCIAL GROUP LTD | NONE | $18,229 | — | $18,229 |
| BLEAKLEY FINANCIAL GROUP LLC | NONE | $17,795 | — | $17,795 |
| BRINKER CAPITAL INVESTMENTS LL | NONE | $17,578 | — | $17,578 |
| RAYMOND JAMES & ASSOCIATES INC | NONE | $17,451 | — | $17,451 |
| CURI RMB CAPITAL LLC | NONE | $16,062 | — | $16,062 |
| GERBER KAWASAKI WEALTH & | NONE | $14,178 | — | $14,178 |
| CAPITAL MGMT SERVICES INC | NONE | $13,286 | — | $13,286 |
| SIGNATURE INVESTMENT ADVISORS | NONE | $11,212 | — | $11,212 |
| MARINER LLC | NONE | $10,900 | — | $10,900 |
| FLEXIBLE PLAN INVESTMENTS LTD | NONE | $8,198 | — | $8,198 |
| 7SUMMIT ADVISORS LLC | NONE | $8,176 | — | $8,176 |
| CHARLES SCHWAB & CO., INC. | NONE | $6,747 | — | $6,747 |
| DYNAMIC WEALTH ADVISORS | NONE | $5,322 | — | $5,322 |
| CROWE HORWATH LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- CORIENT PRIVATE WEALTH LLC — NONE
- SAVANT CAPITAL LLC — NONE
- BLEAKLEY FINANCIAL GROUP LLC — NONE
- RAYMOND JAMES & ASSOCIATES INC — NONE
- CHARLES SCHWAB & CO., INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $825,897
- Estimated Expense Ratio: 0.089% 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 | $755,634 | $625,467 | — | — | — |
| 2023 | $732,959 | $625,691 | — | — | — |
| 2022 | $1,053,492 | $273,069 | — | — | — |