Plan Snapshot
- Plan Sponsor: Buchalter, A Professional Corporation
- Sponsor EIN: 952640846
- Sponsor Address: 1000 WILSHIRE BOULEVARD, LOS ANGELES, CA, 900172457
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $209.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $209.3M | $8.1M | $6.5M |
| 2023 | 494 | $178.3M | $7.1M | $5.8M |
| 2022 | 460 | $150.1M | $10.2M | $4.9M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $333,645 | $153,722 | $84,077 | — | — |
| 2023 | $307,035 | $142,107 | $87,146 | — | — |
| 2022 | $489,046 | $138,618 | $213,955 | — | $36,206 |