# Skidmore, Owings &amp; Merrill LLP 401(k) Plan
Source: https://planprovider.pro/companies/skidmore-owings-merrill-llp-401k-plan

> Skidmore, Owings &amp; Merrill LLP&#39;s 401(k) plan: 837 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fgmk-llc) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/skidmore-owings-merrill-llp-401k-plan)

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