# Knobbe Martens Olson & Bear, LLP DC Plan
Source: https://planprovider.pro/companies/knobbe-martens-olson-bear-llp-plan-004

> Knobbe Martens Olson & Bear, LLP's DC plan: 676 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Knobbe Martens Olson & Bear, LLP

- **Sponsor EIN:** 953605138

- **Sponsor Address:** 2040 MAIN STREET, IRVINE, CA, 92614

- **Plan Type:** DC

- **Total Participants:** 676

- **Total Assets:** $363.4M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|676|$363.4M|$6.4M|$8.4M|

| 2023|690|$318.7M|$5.7M|$8.2M|

| 2022|677|$269.4M|$5.4M|$7.4M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$86,100|—|$86,100|

| BFSG LLC|NONE|$50,000|—|$50,000|

| KRAVITZ INC|NONE|$22,362|—|$22,362|

| TOWNSQUARE CAPITAL LLC|NONE|$18,602|—|$18,602|

| PURE FINANCIAL ADVISORS LLC|NONE|$18,077|—|$18,077|

| AXXCESS WEALTH MANAGEMENT LLC|NONE|$15,441|—|$15,441|

| EQUITA FINANCIAL NETWORK INC|NONE|$12,760|—|$12,760|

| CORIENT PRIVATE WEALTH LLC|NONE|$9,359|—|$9,359|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BFSG LLC](https://planprovider.pro/provider/benefit-financial-services-group) — NONE

- [CORIENT PRIVATE WEALTH LLC](https://planprovider.pro/provider/creative-planning) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $232,701

- **Estimated Expense Ratio:** 0.064% 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|$240,772|$159,323|—|—|—|

| 2023|$208,967|$126,414|—|—|—|

| 2022|$249,288|$154,491|—|—|$13,277|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/knobbe-martens-olson-bear-llp-plan-004)

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