# Squire Patton Boggs (Us) LLP 401(k) Plan
Source: https://planprovider.pro/companies/squire-patton-boggs-us-llp-401k-plan

> Squire Patton Boggs (Us) LLP's 401(k) plan: 1,123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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