Plan Snapshot
- Plan Sponsor: Jeffer Mangels Butler & Mitchell LLP
- Sponsor EIN: 953669194
- Sponsor Address: 1900 AVENUE OF THE STARS, LOS ANGELES, CA, 900674308
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $150.6M
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 | 180 | $150.6M | $2.9M | $2.2M |
| 2023 | 164 | $135.0M | $2.8M | $2.1M |
| 2022 | 146 | $120.2M | $2.6M | $2.0M |
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 TRIGHT LLP | Auditor | — | — | $0 |
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 | $135,244 | $81,055 | $54,189 | — | — |
| 2023 | $195,003 | $76,883 | $118,120 | — | — |
| 2022 | $198,073 | $75,187 | $122,886 | — | — |