# Allen Matkins Leck Gamble Mallory & Natsis LLP DB Plan
Source: https://planprovider.pro/companies/allen-matkins-leck-gamble-mallory-natsis-llp-plan-007

> Allen Matkins Leck Gamble Mallory & Natsis LLP's DB plan: 123 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, STE 2800, LOS ANGELES, CA, 90017

- **Plan Type:** DB

- **Total Participants:** 123

- **Total Assets:** $21.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|123|$21.5M|$11.0M|$0|

| 2023|115|$12.2M|$4.8M|$0|

| 2022|112|$10.2M|$5.6M|$0|

## 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|

| MORGAN STANLEY SMITH BARNEY LLC|RECORDKEEPER|$27,148|—|$27,148|

| FIRST STATE TRUST COMPANY|TRUSTEE|$8,250|—|$8,250|

| LUCAS HORSFALL MURPHY & PINDROH, LL|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — RECORDKEEPER

- [LUCAS HORSFALL MURPHY & PINDROH, LL](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:** $35,398

- **Estimated Expense Ratio:** 0.165% 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|$35,398|$27,148|—|—|—|

| 2023|$37,737|$31,229|—|—|—|

| 2022|$18,282|$18,282|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/allen-matkins-leck-gamble-mallory-natsis-llp-plan-007)

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