Plan Snapshot
- Plan Sponsor: Buchalter, A Professional Corporation
- Sponsor EIN: 952640846
- Sponsor Address: 1000 WILSHIRE BLVD SUITE 1500, LOS ANGELES, CA, 900172457
- Plan Type: DB
- Plan Number: 003
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 120 | $32.1M | $6.0M | $0 |
| 2023 | 118 | $30.2M | $6.6M | $0 |
| 2022 | 108 | $23.2M | $5.9M | $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 |
|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS, INC | Recordkeeper | $28,578 | — | $28,578 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,578
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 |
|---|---|---|---|---|---|
| 2025 | $32,249,426 | — | — | — | — |
| 2024 | $42,403 | $28,578 | — | — | — |
| 2023 | $126,818 | — | — | — | — |
| 2022 | $2,094,235 | — | — | — | — |