# Snell & Wilmer L.L.P. DC Plan
Source: https://planprovider.pro/companies/snell-wilmer-l-l-p-plan-001

> Snell & Wilmer L.L.P.'s DC plan: 1,073 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Snell & Wilmer L.L.P.

- **Sponsor EIN:** 860089731

- **Sponsor Address:** ONE EAST WASHINGTON ST., PHOENIX, AZ, 85004

- **Plan Type:** DC

- **Total Participants:** 1,073

- **Total Assets:** $587.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|1,073|$587.6M|$13.3M|$11.7M|

| 2023|1,184|$512.3M|$12.0M|$11.1M|

| 2022|1,029|$421.1M|$10.4M|$9.8M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORD KEEPER|$100,731|—|$100,731|

| STRATEGIC ADVISORS, INC.|ADVISOR|$70,669|—|$70,669|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORD KEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $171,400

- **Estimated Expense Ratio:** 0.029% 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|$171,400|$100,731|—|—|—|

| 2023|$153,742|$82,484|—|—|—|

| 2022|$194,338|$117,636|—|—|—|

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