Plan Snapshot
- Plan Sponsor: White & Case LLP
- Sponsor EIN: 135605970
- Sponsor Address: 1221 AVENUE OF THE AMERICAS, NEW YORK, NY, 10020
- Plan Type: DB
- Total Participants: 129
- Total Assets: $163.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 129 | $163.4M | $5.0M | $0 |
| 2023 | 133 | $203.7M | $0 | $0 |
| 2022 | 193 | $194.1M | $11.5M | $0 |
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 |
|---|---|---|---|---|
| GRANT THORNTON | Auditor | $31,500 | — | $31,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,500
- Estimated Expense Ratio: 0.019% 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 | $1,546,734 | $379,235 | — | $31,500 | — |
| 2023 | $1,736,548 | $479,700 | — | $29,500 | — |
| 2022 | $1,413,363 | $474,055 | — | — | $175,691 |