Plan Snapshot
- Plan Sponsor: Sullivan & Cromwell LLP
- Sponsor EIN: 135420320
- Sponsor Address: 125 BROAD STREET, NEW YORK, NY, 100042498
- Plan Type: DC
- Total Participants: 883
- Total Assets: $379.6M
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 | 883 | $379.6M | $906,070 | $13.2M |
| 2023 | 819 | $313.7M | $955,663 | $11.1M |
| 2022 | 780 | $253.8M | $898,332 | $10.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS | RECORDKEEPER | $54,142 | — | $54,142 |
| PRICEWATERHOUSECOOPERS LLP | NONE | $28,500 | — | $28,500 |
| COOK STREET CONSULTING | NONE | $24,239 | — | $24,239 |
| SEYFARTH SHAW LLP | NONE | $21,645 | — | $21,645 |
| COOK STREET CONSULTING | NONE | $12,299 | — | $12,299 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS — RECORDKEEPER
- PRICEWATERHOUSECOOPERS LLP — NONE
- COOK STREET CONSULTING — NONE
- SEYFARTH SHAW LLP — NONE
- COOK STREET CONSULTING — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,825
- Estimated Expense Ratio: 0.037% 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 | $148,685 | $36,537 | — | $28,500 | — |
| 2023 | $139,794 | $31,377 | — | — | — |
| 2022 | $73,658 | $22,960 | — | — | $21,285 |