Plan Snapshot
- Plan Sponsor: Sullivan & Cromwell LLP
- Sponsor EIN: 135420320
- Sponsor Address: 125 BROAD STREET, NEW YORK, NY, 100042498
- Plan Type: DC
- Total Participants: 685
- Total Assets: $394.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 685 | $394.0M | $6.6M | $9.5M |
| 2023 | 632 | $343.4M | $2.9M | $4.4M |
| 2022 | 338 | $151.0M | $2.4M | $4.0M |
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 |
|---|---|---|---|---|
| COOK STREET CONSULTING | NONE | $47,299 | — | $47,299 |
| PRICEWATERHOUSECOOPERS LLP | NONE | $28,500 | — | $28,500 |
| SEYFARTH SHAW LLP | NONE | $26,769 | — | $26,769 |
| FIDELITY INVESTMENTS | RECORDKEEPER | $23,020 | — | $23,020 |
| COOK STREET CONSULTING | NONE | $12,299 | — | $12,299 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COOK STREET CONSULTING — NONE
- PRICEWATERHOUSECOOPERS LLP — NONE
- SEYFARTH SHAW LLP — NONE
- FIDELITY INVESTMENTS — RECORDKEEPER
- COOK STREET CONSULTING — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $137,887
- Estimated Expense Ratio: 0.035% 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 | $137,355 | $12,299 | — | $28,500 | — |
| 2023 | $130,849 | $31,377 | — | — | — |
| 2022 | $61,365 | — | $22,960 | — | $20,451 |