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: 362
- Total Assets: $280.1M
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 | 362 | $280.1M | $31.7M | $0 |
| 2023 | 360 | $295.2M | $30.9M | $0 |
| 2022 | 353 | $243.8M | $32.5M | $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 |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | NONE | $389,917 | — | $389,917 |
| NEW ENGLAND PENSION CONSULTANTS | NONE | $180,931 | — | $180,931 |
| JOHNSTON INTERNATIONAL EQUITY | NONE | $137,750 | — | $137,750 |
| COLCHESTER | NONE | $83,262 | — | $83,262 |
| PRUDENTIAL INSURANCE COMPANY | NONE | $80,793 | — | $80,793 |
| STATE STREET BANK & TRUST COMPANY | TRUSTEE | $33,570 | — | $33,570 |
| BLACKROCK INSTITUTIONAL TRUST CO NA | NONE | $33,494 | — | $33,494 |
| EISNERAMPER LLP | NONE | $31,500 | — | $31,500 |
| GRANT THORNTON | Auditor | $31,500 | — | $31,500 |
| RUSSELL INVESTMENTS | NONE | $9,519 | — | $9,519 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLP — NONE
- PRUDENTIAL INSURANCE COMPANY — NONE
- EISNERAMPER LLP — NONE
- GRANT THORNTON — Auditor
- RUSSELL INVESTMENTS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,012,236
- Estimated Expense Ratio: 0.361% 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 | $1,025,125 | $525,749 | — | $31,500 | — |
| 2023 | $967,631 | $525,825 | — | $29,500 | — |
| 2022 | $845,345 | $496,433 | — | — | $312,662 |