Plan Snapshot
- Plan Sponsor: Steptoe LLP
- Sponsor EIN: 521349790
- Sponsor Address: 1330 CONNECTICUT AVENUE, N.W., WASHINGTON, DC, 200361704
- Plan Type: 401(k)
- Total Participants: 727
- Total Assets: $455.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 727 | $455.8M | $8.6M | $11.7M |
| 2023 | 692 | $399.8M | $8.3M | $10.3M |
| 2022 | 668 | $345.8M | $7.8M | $9.3M |
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 |
|---|---|---|---|---|
| FRONTIER ASSET MANAGEMENT LLC | Other Service Provider | $62,360 | — | $62,360 |
| CREATIVE PLANNING LLC | Investment Advisor | $59,617 | — | $59,617 |
| MAY BARNHARD INVESTMENTS LLC D | Other Service Provider | $31,468 | — | $31,468 |
| SCHWAB RETIREMENT PLAN SERVICES, IN | Recordkeeper | $28,221 | — | $28,221 |
| PRIVATE ADVISOR GROUP LLC | Other Service Provider | $14,041 | — | $14,041 |
| MESIROW FINANCIAL INVESTMENT M | Other Service Provider | $8,265 | — | $8,265 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $5,055 | — | $5,055 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING LLC — Investment Advisor
- SCHWAB RETIREMENT PLAN SERVICES, IN — Recordkeeper
- CHARLES SCHWAB & CO., INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $209,027
- Estimated Expense Ratio: 0.046% 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 | $214,980 | $186,758 | — | — | — |
| 2023 | $212,364 | $183,995 | — | — | — |
| 2022 | $243,702 | $202,259 | — | — | — |