# E.T. Whitehall Santa Monica Partners, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/e-t-whitehall-santa-monica-partners-l-p-401k-plan

> E.T. Whitehall Santa Monica Partners, L.P.'s 401(k) plan: 564 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/beacon-pointe-advisors-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ARMANINO LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/e-t-whitehall-santa-monica-partners-l-p-401k-plan)

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