Plan Snapshot
- Plan Sponsor: Williams & Connolly LLP
- Sponsor EIN: 520851221
- Sponsor Address: 680 MAINE AVE SW, WASHINGTON, DC, 20024
- Plan Type: DC
- Total Participants: 651
- Total Assets: $162.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 651 | $162.4M | $0 | $4.6M |
| 2023 | 645 | $146.5M | $0 | $4.6M |
| 2022 | 614 | $121.2M | $0 | $4.1M |
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 |
|---|---|---|---|---|
| CHEVY CHASE TRUST COMPANY | Other Service Provider | $64,748 | — | $64,748 |
| APEXIUM FINANCIAL LP | Other Service Provider | $48,504 | — | $48,504 |
| GLASSMAN WEALTH SERVICES LLC | Other Service Provider | $41,133 | — | $41,133 |
| BROWN ADVISORY LLC | Other Service Provider | $19,681 | — | $19,681 |
| BRIDGEWATER ADVISORS INC | Other Service Provider | $17,432 | — | $17,432 |
| KLINGMAN AND ASSOCIATES LLC | Other Service Provider | $15,327 | — | $15,327 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $13,798 | — | $13,798 |
| LEEWARD FINANCIAL PARTNERS LLC | Other Service Provider | $10,892 | — | $10,892 |
| CORBYN INVESTMENT MANAGEMENT INC | Other Service Provider | $6,203 | — | $6,203 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $237,718
- Estimated Expense Ratio: 0.146% 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 | $227,226 | $226,369 | — | — | — |
| 2023 | $156,582 | $153,930 | — | — | — |
| 2022 | $5,308 | — | — | — | — |