Plan Snapshot
- Plan Sponsor: E.T. Whitehall Santa Monica Partners, L.P.
- Sponsor EIN: 954398775
- Sponsor Address: 9950 SANTA MONICA BLVD, BEVERLY HILLS, CA, 90212
- Plan Type: 401(k)
- Total Participants: 564
- Total Assets: $31.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 564 | $31.6M | $879,686 | $1.9M |
| 2023 | 564 | $28.1M | $1.1M | $1.8M |
| 2022 | 557 | $23.2M | $913,088 | $1.7M |
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 |
|---|---|---|---|---|
| BEACON POINTE ADVISORS LLC | ADVISOR | $70,262 | — | $70,262 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $46,927 | — | $46,927 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $12,064 | — | $12,064 |
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BEACON POINTE ADVISORS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,253
- Estimated Expense Ratio: 0.409% 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 | $129,253 | $82,326 | — | — | — |
| 2023 | $119,462 | $69,925 | — | — | — |
| 2022 | $137,341 | $9,810 | — | — | — |