# Allen Matkins Leck Gamble Mallory & Natsis LLP DC Plan
Source: https://planprovider.pro/companies/allen-matkins-leck-gamble-mallory-natsis-llp-plan-003

> Allen Matkins Leck Gamble Mallory & Natsis LLP's DC plan: 429 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allen Matkins Leck Gamble Mallory & Natsis LLP

- **Sponsor EIN:** 953605309

- **Sponsor Address:** 865 SOUTH FIGUEROA STREET, LOS ANGELES, CA, 900712543

- **Plan Type:** DC

- **Total Participants:** 429

- **Total Assets:** $303.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|429|$303.2M|$6.3M|$7.1M|

| 2023|400|$279.8M|$5.9M|$6.6M|

| 2022|363|$243.0M|$5.3M|$5.9M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$40,350|—|$40,350|

| CORIENT PRIVATE WEALTH LLC|NONE|$35,582|—|$35,582|

| FISHER INVESTMENTS|NONE|$34,565|—|$34,565|

| PACIFICA CAPITAL INVESTMENTS L|NONE|$30,419|—|$30,419|

| CONQUIS FINANCIAL LLC|NONE|$23,440|—|$23,440|

| MORNINGSTAR INVESTMENT SERVICE|NONE|$15,608|—|$15,608|

| LITMAN GREGORY WEALTH MGMT|NONE|$12,203|—|$12,203|

| MORGAN STANLEY SMITH BARNEY|NONE|$8,190|—|$8,190|

| LUCAS HORSFALL MURPHY&PINDROH LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CORIENT PRIVATE WEALTH LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [LUCAS HORSFALL MURPHY&PINDROH LLP](https://planprovider.pro/provider/lucas-horsfall-murphy-and-pindroh-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $200,357

- **Estimated Expense Ratio:** 0.066% 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|$214,910|$174,503|—|—|—|

| 2023|$210,315|$168,820|$41,495|—|—|

| 2022|$214,814|$171,904|—|—|$5,952|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/allen-matkins-leck-gamble-mallory-natsis-llp-plan-003)

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