Plan Snapshot
- Plan Sponsor: Skidmore, Owings & Merrill LLP
- Sponsor EIN: 361785381
- Sponsor Address: 224 SOUTH MICHIGAN AVE, SUITE 1000, CHICAGO, IL, 60604
- Plan Type: 401(k)
- Total Participants: 837
- Total Assets: $286.0M
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 | 837 | $286.0M | $2.6M | $9.0M |
| 2023 | 912 | $253.4M | $3.0M | $9.6M |
| 2022 | 1,017 | $210.3M | $3.2M | $9.7M |
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 |
|---|---|---|---|---|
| FIDUCIENT ADVISORS | CONSULTANT | $83,870 | — | $83,870 |
| FINANCIAL ENGINES | ADVISOR | $71,125 | — | $71,125 |
| NEUBERGER BERMAN | INVESTMENT ADVISOR | $44,192 | — | $44,192 |
| FGMK | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FGMK — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $199,187
- Estimated Expense Ratio: 0.070% 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 | $335,557 | $114,857 | — | — | — |
| 2023 | $299,531 | $365,806 | — | — | — |
| 2022 | $256,192 | $295,999 | — | — | — |