Plan Ledger DOL Form 5500 · updated monthly

Ogletree Deakins Nash Smoak & Stewart401(k)

OGLETREE, DEAKINS, NASH, SMOAK & STEWART 401(K) SAVINGS PLAN · GREENVILLE, SC · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Ogletree Deakins Nash Smoak & Stewart reported $199,961 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $889 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 rose from 0.050% to 0.054%. 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 21st-largest of 807 plans among South Carolina employers on file, and the 440th of 11,654 in professional & technical services. In 2024, employees put in $12.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$398,410,041
Participants with balances2,742
Active participants2,351
Employer contributions$2,089,227
Employee contributions$25,307,188
Employer contribution per active participant$889
Average account balance$145,299
Benefits paid to participants$30,514,434
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$398.4M · 2,742 accts · $2.1M emplr
2023$341.7M · 2,685 accts · $2.1M emplr
2022$283.3M · 2,553 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,159
Investment management$167,802
Total administrative$199,961
The Ogletree Deakins Nash Smoak & Stewart 401(k) match · 2024
Employer contribution per active participant$889
Median for plans this size$4,294
2024$889 per active participant
2023$906 per active participant
2022$775 per active participant

Ogletree Deakins Nash Smoak & Stewart's 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (participants)$167,802
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$32,159

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$199,961 · 0.05%
2023$184,725 · 0.06%
2022$144,391 · 0.05%
All plans at this employer3
PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWARTProfit-sharing plan
OGLETREE, DEAKINS, NASH, SMOAK & STEWART 401(K) SAVINGS PLAN401(k)
OGLETREE, DEAKINS, NASH, SMOAK & STEWART ATTORNEYS 401(K) SAVINGS PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · South Carolina
Blackbaud, Inc. SC$536.9M · 0.10%
Compucom Systems, Inc. SC$391.8M · 0.09%
Red Ventures LLC SC$271.5M · 0.17%
Nexsen Pruet, LLC SC$154.3M · 0.07%
Elliott Davis, LLC SC$145.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 571044820 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.