Retirement plan
KIRKLAND & ELLIS LLP 2011 RETIREMENT PLAN
KIRKLAND & ELLIS LLPdba C/O LISA RADEREIN 36-1326630Plan #006PY 2023
333 WEST WOLF POINT PLAZA - CHICAGO, IL 60654312-862-2000kirkland.comLinkedIn5001-10000 employeeslaw practice
Other plans on this EIN
1 filingProspect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
TODD MAYNES
Signed 10/11/2024
Plan administrator entity
BENEFITS COMMITTEE OF KIRKLAND & ELLIS LLP
EIN 361326630
Summary metrics
Total assets (EOY)
$654.7M
-23.2% from 2016
Total participants
740
+1.2% from 2016
Average account balance
$0
No prior year
Annual return
12.60%
-13.12 pp from 2016
Benchmarks
Peer group
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined benefit
Participants250-999
Cohort79 peers
Snapshot2023
0
Participant deferral / active EE
$0
median $2,252
76
Employer contribution / active EE
$134,973
median $44,944
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $134,777
0
Admin fee / account holder
$0
median $1,040
73
Annual return
12.60%
median 9.94%
Overall peer rank
74of 100
74th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$787.84M
Average account balance
Total assets / participants with a balance (line 6g)
$1.0M
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
58
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$107.27M
Contributions per participant
Average employer and participant contribution per enrolled participant
$148K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+9.21%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 3 by compensation
| Provider | Service type | Compensation |
|---|---|---|
CITIBANK3 years Service code 27 · EIN 52-1568099 | Advisory (Plan) | $1,479,294 |
PARTNERSHIP STRATEGIES, LLC9+ years Service code 17 · EIN 26-1346279 | Pension Consulting | $250,000 |
VANGUARD FIDUCIARY TRUST COMPANY9+ years Service code 21 · EIN 23-2186884 | Bank Trustee | $64,181 |
Enrolled actuary
1 attachment
SB
JOSEPH W. LITKA, EA, MAAA
OCTOBER THREE CONSULTING LLC
Enrollment #2306718
233 S. WACKER DRIVE
SUITE 8350
CHICAGO, IL 60606
(312) 878-2440
Signed 2024-10-09
Top hat statement on fileNQDC
Filed August 19, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan features & details
Pension benefit codes1C3B
Plan features
- 1CCash balance or similar planA cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
- 3BPlan covering self-employed individualsPlan covering self-employed individuals.
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$1.8M
$2573 / participant
- Trustee / custodial$64K3.6%
- Investment mgmt$1M82.5%
- Other / not subdivided$250K13.9%
% of EOY assets
0.274%
all-in expense ratio
Categories reported
2 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- PRICEWATERHOUSECOOPERS LLP
- Auditor EIN
- 134008324
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified