Plan Snapshot
- Plan Sponsor: Hanson Bridgett LLP
- Sponsor EIN: 941205338
- Sponsor Address: 425 MARKET STREET, 26TH FLOOR, SAN FRANCISCO, CA, 94105
- Plan Type: DC
- Total Participants: 252
- Total Assets: $178.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 252 | $178.0M | $4.3M | $3.7M |
| 2023 | 255 | $152.9M | $4.1M | $3.5M |
| 2022 | 272 | $129.5M | $3.8M | $3.2M |
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 |
|---|---|---|---|---|
| MARINER LLC | NONE | $136,891 | — | $136,891 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $34,473 | — | $34,473 |
| PERIGONN WEALTH MANAGEMENT LLC | NONE | $18,250 | — | $18,250 |
| WAYPOINT WEALTH PARTNERS INC | NONE | $17,529 | — | $17,529 |
| CAMBRIDGE INVESTMENT RESEARCH | NONE | $6,137 | — | $6,137 |
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- BPM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $213,280
- Estimated Expense Ratio: 0.120% 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 | $214,607 | $180,084 | — | — | — |
| 2023 | $186,640 | $152,430 | — | — | — |
| 2022 | $183,302 | $146,413 | — | — | — |