Plan Snapshot
- Plan Sponsor: Squire Patton Boggs (Us) LLP
- Sponsor EIN: 340648199
- Sponsor Address: 127 PUBLIC SQUARE 1000 KEY TOWER, CLEVELAND, OH, 441141217
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 1,023
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,023 | $0 | $0 | $0 |
| 2024 | 1,026 | $0 | $0 | $0 |
| 2023 | 1,033 | $0 | $0 | $0 |
| 2022 | 1,023 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Other Service Provider | $480,760 | — | $480,760 |
| EXPRESS SCRIPTS | Recordkeeper | $102,795 | — | $102,795 |
| MEDICAL MUTUAL OF OHIO | Recordkeeper | $71,804 | — | $71,804 |
| ISOLVED | Recordkeeper | $35,008 | — | $35,008 |
| HEALTH ADVOCATE, INC. | Recordkeeper | $29,066 | — | $29,066 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $719,433
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |