Plan Snapshot
- Plan Sponsor: Simpson Thacher & Bartlett LLP
- Sponsor EIN: 135395280
- Sponsor Address: 425 LEXINGTON AVENUE, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Total Participants: 1,239
- Total Assets: $306.0M
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 | 1,239 | $306.0M | $14,279 | $21.5M |
| 2023 | 1,081 | $253.7M | $0 | $18.7M |
| 2022 | 986 | $204.2M | $0 | $16.5M |
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 |
|---|---|---|---|---|
| ANCHIN, BLOCK & ANCHIN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANCHIN, BLOCK & ANCHIN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | -$87,009 | — | — | — | — |
| 2023 | -$69,998 | — | — | — | — |
| 2022 | -$105,764 | — | — | — | — |