Plan Snapshot
- Plan Sponsor: Jacoby & Meyers Attorneys LLP
- Sponsor EIN: 271366017
- Sponsor Address: 10900 WILSHIRE BLVD., 15TH FLOOR, LOS ANGELES, CA, 90024
- Plan Type: 401(k)
- Total Participants: 354
- Total Assets: $16.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 354 | $16.5M | $419,889 | $1.4M |
| 2023 | 189 | $2.5M | $211,306 | $754,893 |
| 2022 | 191 | $1.3M | $134,450 | $466,971 |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT 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 | $1,145,659 | — | $39,321 | — | — |
| 2023 | $108,204 | — | $10,670 | — | — |
| 2022 | $4,466 | — | — | — | — |