Plan Snapshot
- Plan Sponsor: Squire Patton Boggs (Us) LLP
- Sponsor EIN: 340648199
- Sponsor Address: 1000 KEY TOWER, 127 PUBLIC SQUARE, CLEVELAND, OH, 44114
- Plan Type: 401(k)
- Total Participants: 1,123
- Total Assets: $868.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,123 | $868.6M | $873,740 | $15.8M |
| 2023 | 1,103 | $813.5M | $817,417 | $15.1M |
| 2022 | 1,136 | $729.4M | $647,690 | $13.7M |
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 |
|---|---|---|---|---|
| BROWN ADVISORY MANAGEMENT, LLC | INVESTMENT ADVISOR | $51,274 | — | $51,274 |
| PARK EDGE ADVISORS, LLC | INVESTMENT ADVISOR | $31,198 | — | $31,198 |
| CLEARSTEAD ADVISORS, LLC | INVESTMENT ADVISOR | $30,000 | — | $30,000 |
| BRINKER CAPITAL INVESTMENTS, LLC | INVESTMENT ADVISOR | $18,498 | — | $18,498 |
| CIUNI & PANICHI | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,970
- Estimated Expense Ratio: 0.015% 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 | $177,824 | $130,970 | — | — | — |
| 2023 | -$15,380 | $109,696 | — | $36,700 | — |
| 2022 | $266,496 | — | — | — | — |