# Seyfarth Shaw LLP DC Plan
Source: https://planprovider.pro/companies/seyfarth-shaw-llp-plan-004

> Seyfarth Shaw LLP&#39;s DC plan: 1,762 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CORIENT PRIVATE WEALTH LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [SAVANT CAPITAL LLC](https://planprovider.pro/provider/savant-wealth-management) — NONE

- [BLEAKLEY FINANCIAL GROUP LLC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [RAYMOND JAMES & ASSOCIATES INC](https://planprovider.pro/provider/john-hancock) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/seyfarth-shaw-llp-plan-004)

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