# Allen Overy Shearman Sterling Us LLP 401(k) Plan
Source: https://planprovider.pro/companies/shearman-sterling-llp-401k-plan

> Allen Overy Shearman Sterling Us LLP's 401(k) plan: 708 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allen Overy Shearman Sterling Us LLP

- **Sponsor EIN:** 135514352

- **Sponsor Address:** 599 LEXINGTON AVENUE, NEW YORK, NY, 100226069

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

- **Total Participants:** 708

- **Total Assets:** $542.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|708|$542.1M|$3.8M|$11.9M|

| 2023|831|$502.7M|$1.7M|$11.6M|

| 2022|1,038|$449.5M|$6.2M|$11.9M|

## 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|

| T ROWE PRICE RPS INC|NONE|$119,035|—|$119,035|

| FIDUCIENT ADVISORS|NONE|$74,346|—|$74,346|

| EISNERAMPER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $193,381

- **Estimated Expense Ratio:** 0.036% 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|$193,381|—|—|—|—|

| 2023|$249,096|—|—|—|—|

| 2022|$249,588|—|—|—|$70,079|

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