Plan Snapshot
- Plan Sponsor: Tishman Speyer Properties, LP
- Sponsor EIN: 132954404
- Sponsor Address: 45 ROCKEFELLER PLAZA, YEW YORK, NY, 10111
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 918
- Total Assets: $269.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 918 | $269.0M | $3.1M | $12.0M |
| 2023 | 952 | $244.0M | $3.2M | $11.9M |
| 2022 | 953 | $206.9M | $3.1M | $11.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $110,985 | — | $110,985 |
| WORLD INVESTMENT ADVISORS LLC | Investment Advisor | $78,125 | — | $78,125 |
| KLINGMAN & ASSOCIATES LLC | Investment Advisor | $66,875 | — | $66,875 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $255,985
- Estimated Expense Ratio: 0.095% 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 | $284,592 | — | — | $145,000 | — |
| 2023 | $235,141 | $128,750 | $106,333 | — | — |
| 2022 | $233,485 | $123,750 | $108,885 | — | — |