# Farella Braun And Martel LLP 401(k) Plan
Source: https://planprovider.pro/companies/farella-braun-and-martel-llp-plan-001

> Farella Braun And Martel LLP's 401(k) plan: 164 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Farella Braun And Martel LLP

- **Sponsor EIN:** 941527242

- **Sponsor Address:** ONE BUSH STREET, SAN FRANCISCO, CA, 94104

- **Plan Type:** 401(k)

- **Total Participants:** 164

- **Total Assets:** $237.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|164|$237.3M|$3.9M|$3.4M|

| 2023|181|$222.5M|$3.8M|$3.5M|

| 2022|180|$198.7M|$3.7M|$3.3M|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|$90,487|—|—|—|—|

| 2023|$99,160|—|—|—|—|

| 2022|$110,482|—|—|—|—|

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