Plan Snapshot
- Plan Sponsor: Sidley Austin LLP
- Sponsor EIN: 364474078
- Sponsor Address: ONE SOUTH DEARBORN, CHICAGO, IL, 60603
- Plan Type: DC
- Total Participants: 3,442
- Total Assets: $1.9B
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 | 3,442 | $1.9B | $14.1M | $61.5M |
| 2023 | 3,344 | $1.7B | $13.7M | $56.0M |
| 2022 | 3,400 | $1.4B | $12.7M | $50.9M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | Recordkeeper | $217,495 | — | $217,495 |
| AT INVESTMENT ADVISERS INC | Other Service Provider | $205,701 | — | $205,701 |
| CERITY PARTNERS LLC | Other Service Provider | $48,980 | — | $48,980 |
| KPMG LLP | Auditor | $44,400 | — | $44,400 |
| MERCER INVESTMENT CONSULTING INC | Other Service Provider | $23,741 | — | $23,741 |
| CAPITAL MGMT SERVICES INC | Other Service Provider | $22,954 | — | $22,954 |
| FISHER INVESTMENTS | Recordkeeper | $21,670 | — | $21,670 |
| COMPOSITION WEALTH LLC | Other Service Provider | $18,670 | — | $18,670 |
| RAPPAPORT REICHES CAPITAL MGMT | Other Service Provider | $13,265 | — | $13,265 |
| SAVANT CAPITAL LLC | Investment Advisor | $11,237 | — | $11,237 |
| WILLIAM BLAIR INVESTMENT MGMT | Other Service Provider | $10,754 | — | $10,754 |
| CLIFFORD CAPITAL PARTNERS LLC | Other Service Provider | $8,729 | — | $8,729 |
| CREATIVE PLANNING LLC | Investment Advisor | $7,499 | — | $7,499 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $7,496 | — | $7,496 |
| LMCG INVESTMENTS LLC | Other Service Provider | $7,034 | — | $7,034 |
| CIBC PRIVATE WEALTH ADVISORS I | Other Service Provider | $6,451 | — | $6,451 |
| MAI CAPITAL MANAGEMENT LLC | Other Service Provider | $6,028 | — | $6,028 |
| SVB WEALTH LLC | Other Service Provider | $5,300 | — | $5,300 |
| WELLS FARGO ADVISORS | Other Service Provider | $5,213 | — | $5,213 |
| FOCUS PARTNERS WEALTH LLC | Other Service Provider | $5,110 | — | $5,110 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — Recordkeeper
- KPMG LLP — Auditor
- FISHER INVESTMENTS — Recordkeeper
- SAVANT CAPITAL LLC — Investment Advisor
- CREATIVE PLANNING LLC — Investment Advisor
- CHARLES SCHWAB & CO., INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $697,727
- 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 | $285,636 | $23,741 | — | $44,400 | — |
| 2023 | $44,033 | — | — | — | — |
| 2022 | $104,404 | — | $104,404 | — | — |