Plan Ledger DOL Form 5500 · updated monthly

Cadwalader, Wickersham & Taft LLP401(k)

CADWALADER, WICKERSHAM & TAFT LLP DEFINED CONTRIBUTION PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Cadwalader, Wickersham & Taft LLP reported $130,651 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,713 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.029% to 0.026%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 221st-largest of 5,648 plans among New York employers on file, and the 346th of 11,654 in professional & technical services. In 2024, employees put in $1.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$516,940,729
Participants with balances1,306
Active participants625
Employer contributions$7,320,774
Employee contributions$11,416,853
Employer contribution per active participant$11,713
Average account balance$395,820
Benefits paid to participants$47,944,088
Plan auditUnmodified (clean) audit opinion
AuditorEISNERAMPER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$516.9M · 1,306 accts · $7.3M emplr
2023$479.7M · 1,337 accts · $7.0M emplr
2022$456.0M · 1,445 accts · $6.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$88,483
Investment management$42,168
Total administrative$130,651
The Cadwalader, Wickersham & Taft LLP 401(k) match · 2024
Employer contribution per active participant$11,713
Median for plans this size$4,294
2024$11,713 per active participant
2023$10,987 per active participant
2022$10,114 per active participant

Cadwalader, Wickersham & Taft LLP's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$42,168
SAGEVIEW ADVISORY · Consulting$33,000
FIDELITY INVEST INST OPER COMP LLC · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$130,651 · 0.03%
2023$85,921 · 0.02%
2022$147,810 · 0.03%
Same employer
Similar plansProfessional & Technical Services · New York
Marcum LLP NY$558.0M · 0.05%
Hazen and Sawyer, D.P.C. NY$549.5M · 0.00%
Shearman & Sterling LLP NY$542.1M · 0.04%
Milbank LLP NY$521.4M · 0.01%
Skanska USA Inc. NY$500.7M · 0.06%
Thornton Tomasetti, Inc. NY$468.6M · 0.06%
Kelley Drye & Warren LLP NY$442.3M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134980350 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.