# Wachtell, Lipton, Rosen & Katz 401(k) Plan
Source: https://planprovider.pro/companies/wachtell-lipton-rosen-katz-131935773-003

> Wachtell, Lipton, Rosen & Katz's 401(k) plan: 660 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wachtell, Lipton, Rosen & Katz

- **Sponsor EIN:** 131935773

- **Sponsor Address:** 51 WEST 52ND STREET, NEW YORK, NY, 10019

- **Plan Type:** 401(k)

- **Plan Number:** 003

- **Total Participants:** 660

- **Total Assets:** $638.7M

## 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|660|$638.7M|$7.3M|$13.1M|

| 2023|646|$632.5M|$7.3M|$12.2M|

| 2022|640|$511.0M|$7.2M|$11.4M|

## 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|

| STRATEGIC ADVISORS, INC.|Investment Advisor|$52,703|—|$52,703|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$24,195|—|$24,195|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $76,898

- **Estimated Expense Ratio:** 0.012% 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|$81,648|$52,703|—|—|—|

| 2023|$184,941|$49,761|—|—|—|

| 2022|$298,943|$57,631|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wachtell-lipton-rosen-katz-131935773-003)

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