Employers › Orrick Herrington & Sutcliffe
Recordkeeping fees per participant · Orrick, Herrington & Sutcliffe LLP Retirement Plan · plan year 2024
$51.84
Higher than 85% of the 790 plans over $1B that report it.
= $154,790 / 2,986
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015071620NAL0008113202001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015071620NAL0008113202001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$80.27
Higher than 84% of the 1,045 plans over $1B that report it.
= $239,698 / 2,986
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015071620NAL0008113202001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015071620NAL0008113202001, received 2025-10-15
Administrative expenses per participant
$431.70
Higher than 99% of the 1,076 plans over $1B that report it.
= $1,289,052 / 2,986
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015071620NAL0008113202001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015071620NAL0008113202001, received 2025-10-15
Administrative expenses as a share of assets
0.110%
Higher than 89% of the 1,076 plans over $1B that report it.
= $1,289,052 / $1,177,090,773
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015071620NAL0008113202001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015071620NAL0008113202001, received 2025-10-15
Employer contributions per participant
$9,383
Higher than 92% of the 1,135 plans over $1B that report it.
= $28,018,457 / 2,986
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015071620NAL0008113202001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015071620NAL0008113202001, received 2025-10-15
Employer share of total contributions
37.4%
Higher than 66% of the 1,135 plans over $1B that report it.
= $28,018,457 / $74,824,487
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015071620NAL0008113202001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015071620NAL0008113202001, received 2025-10-15
Plan terms are not published in public filings.
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 3B · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015071620NAL0008113202001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ORRICK, HERRINGTON & SUTCLIFFE LLP | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Plan name | ORRICK, HERRINGTON & SUTCLIFFE LLP RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Sponsor EIN / plan number | 94-2952627 / 004 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Sponsor location | WHEELING, WV | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Industry (business code) | 541110, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Participants, beginning of year | 3,037 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Active participants | 1,870 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Participants, end of year | 3,040 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Participants with an account balance | 2,986 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Total assets, beginning of year | $1,063,431,645 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Total assets, end of year | $1,177,090,773 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Net assets, end of year | $1,177,090,773 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Total income | $208,121,965 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Net income | $113,659,128 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Employer contributions | $28,018,457 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Participant contributions | $33,238,886 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $13,567,144 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Total contributions | $74,824,487 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Benefit payments | $93,053,123 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $94,462,837 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Total administrative expenses | $1,289,052 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Contract administrator fees | $50,000 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Recordkeeping fees | $154,790 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| IQPA audit fees | $34,008 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Investment advisory and management fees | $1,049,354 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Administrative expenses excluding investment management | $239,698 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Held in common/collective trusts | $496,206,879 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Held in mutual funds | $434,814,557 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015071620NAL0008113202001, received 2025-10-15 |
| Independent auditor | WITHUMSMITH+BROWN PC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015071620NAL0008113202001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015071620NAL0008113202001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | NONE | 50 Direct payment from the plan; 26 Investment advisory (participants) | $833,838 | no |
| CERITY PARTNERS LLC | NONE | 27 Investment advisory (plan); 50 Direct payment from the plan; 26 Investment advisory (participants) | $473,951 | no |
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | NONE | 64 Recordkeeping fees; 15 Recordkeeping and information management; 50 Direct payment from the plan; 37 Participant loan processing | $424,750 | yes |
| GALLAGHER BENEFIT SERVICES INC DBA | NONE | 29 Legal; 50 Direct payment from the plan | $65,516 | no |
| CERITY PARTNERS RETIREMENT PLAN ADV | NONE | 13 Contract administrator | $50,000 | no |
| REYNDERS MCVEIGH CAPITAL MANAG | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $46,771 | no |
| ALTERNATIV WEALTH | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $34,346 | no |
| WITHUMSMITH+BROWN, PC | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $34,008 | no |
| CONQUIS FINANCIAL LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $28,482 | no |
| SANCHEZ & ZURES LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $27,687 | no |
| LINSCOMB WEALTH INC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $15,967 | no |
| ALPHA CUBED INVESTMENTS LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $15,753 | no |
| JOEL ISAACSON & CO LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $15,665 | no |
| FORT HENRY CAPITAL LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $10,460 | no |
| ENVESTNET ASSET MANAGEMENT INC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $9,413 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $8,934 | yes |
| MONETA GROUP INVESTMENT ADVISO | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $6,726 | no |
| SIGNATURE ESTATE & INVESTMENT | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $5,978 | no |
| JP MORGAN PRIVATE WEALTH ADVIS | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $5,819 | no |
| QDRO CONSULTANTS COMPANY, LLC | NONE | 99 Other fees; 16 Consulting (general); 50 Direct payment from the plan | $900 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015071620NAL0008113202001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,063,431,645 | $1,177,090,773 | 10.7% |
| Participants with a balance | 2,972 | 2,986 | 0.5% |
| Administrative expenses | $1,093,383 | $1,289,052 | 17.9% |
| Recordkeeping fees per participant | $48.66 | $51.84 | 6.5% |
| Employer contributions | $27,404,793 | $28,018,457 | 2.2% |
Prior filing 20241014075456NAL0043800544001, received 2024-10-14; the plan years are contiguous.
Sponsor name as filed: ORRICK, HERRINGTON & SUTCLIFFE LLP; SEC registrant: ORRICK HERRINGTON & SUTCLIFFE LLP (CIK 1068238, matched by EIN).