Plan Snapshot
- Plan Sponsor: Latham & Watkins LLP
- Sponsor EIN: 952018373
- Sponsor Address: 555 WEST FIFTH STREET, SUITE 300, LOS ANGELES, CA, 900131021
- Plan Type: 401(k)
- Total Participants: 4,864
- Total Assets: $3.1B
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 | 4,864 | $3.1B | $55.3M | $104.8M |
| 2023 | 4,719 | $2.7B | $52.2M | $98.2M |
| 2022 | 4,598 | $2.2B | $45.7M | $85.4M |
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 | Recordkeeper | $260,064 | — | $260,064 |
| SAGE ADVISORY GROUP | Investment Advisor | $140,000 | — | $140,000 |
| MARINER PLATFORM SOLUTIONS LLC | Other Service Provider | $124,937 | — | $124,937 |
| CHEVY CHASE TRUST COMPANY | Other Service Provider | $116,322 | — | $116,322 |
| LMCG INVESTMENTS LLC | Other Service Provider | $88,582 | — | $88,582 |
| HIGHTOWER ADVISORS LLC | Other Service Provider | $68,226 | — | $68,226 |
| SRS CAPITAL ADVISORS LLC | Other Service Provider | $45,730 | — | $45,730 |
| WESTMOUNT PARTNERS LLC | Other Service Provider | $36,251 | — | $36,251 |
| RNC GENTER CAPITAL MANAGEMENT | Other Service Provider | $35,157 | — | $35,157 |
| CAPITAL MGMT SERVICES INC | Other Service Provider | $27,892 | — | $27,892 |
| CITY NATIONAL ROCHDALE LLC | Other Service Provider | $27,561 | — | $27,561 |
| FISHER INVESTMENTS | Recordkeeper | $26,548 | — | $26,548 |
| HOLTHOUSE CARLIN AND VAN TRIGT LLP | Auditor | $24,000 | — | $24,000 |
| CORIENT PRIVATE WEALTH LLC | Investment Advisor | $23,040 | — | $23,040 |
| CHICAGO WEALTH MANAGEMENT INC | Other Service Provider | $22,392 | — | $22,392 |
| DESTINATION WEALTH MANAGEMENT | Other Service Provider | $22,093 | — | $22,093 |
| KAYNE ANDERSON RUDNICK | Other Service Provider | $21,018 | — | $21,018 |
| CERITY PARTNERS LLC | Other Service Provider | $20,808 | — | $20,808 |
| BRINKER CAPITAL INVESTMENTS LL | Other Service Provider | $19,458 | — | $19,458 |
| HUFFMAN MARK C | Other Service Provider | $17,145 | — | $17,145 |
| BLANKINSHIP & FOSTER LLC | Other Service Provider | $16,137 | — | $16,137 |
| PIETZSCH BONNETT & WOMACK PA | Other Service Provider | $16,052 | — | $16,052 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $14,474 | — | $14,474 |
| IRONBRIDGE PRIVATE WEALTH LLC | Other Service Provider | $13,085 | — | $13,085 |
| CREATIVE PLANNING LLC | Investment Advisor | $10,811 | — | $10,811 |
| SIGNATURE ESTATE & INVESTMENT | Other Service Provider | $10,577 | — | $10,577 |
| SPINNAKER INVESTMENT GROUP LLC | Other Service Provider | $9,602 | — | $9,602 |
| LIDO ADVISORS LLC | Other Service Provider | $9,313 | — | $9,313 |
| MAIN STREET RESEARCH LLC | Other Service Provider | $9,187 | — | $9,187 |
| HEMINGTON WEALTH MANAGEMENT LL | Other Service Provider | $8,384 | — | $8,384 |
| FAYEZ SAROFIM & CO LLC | Other Service Provider | $8,340 | — | $8,340 |
| KENDALL CAPITAL MANAGEMENT | Other Service Provider | $6,630 | — | $6,630 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- SAGE ADVISORY GROUP — Investment Advisor
- FISHER INVESTMENTS — Recordkeeper
- HOLTHOUSE CARLIN AND VAN TRIGT LLP — Auditor
- CORIENT PRIVATE WEALTH LLC — Investment Advisor
- CHARLES SCHWAB & CO., INC. — Recordkeeper
- CREATIVE PLANNING LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,299,816
- Estimated Expense Ratio: 0.042% 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 | $1,364,135 | $1,299,191 | $7,356 | $20,668 | — |
| 2023 | $1,137,490 | $1,048,666 | $63,319 | — | — |
| 2022 | $1,072,973 | $847,514 | — | — | $68,280 |