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)
- Plan Number: 001
- Total Participants: 8,625
- Total Assets: $3.6B
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. |
|---|---|---|---|---|
| 2025 | 8,625 | $3.6B | $0 | $0 |
| 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 | Other Service Provider | $318,173 | — | $318,173 |
| SAGE ADVISORY GROUP | Other Service Provider | $176,000 | — | $176,000 |
| MARINER PLATFORM SOLUTIONS LLC | Other Service Provider | $150,445 | — | $150,445 |
| LMCG INVESTMENTS LLC | Other Service Provider | $77,205 | — | $77,205 |
| PIETZSCH BONNETT & WOMACK PA | Other Service Provider | $68,840 | — | $68,840 |
| HIGHTOWER ADVISORS LLC | Other Service Provider | $60,747 | — | $60,747 |
| ARAX ADVISORY PARTNERS | Other Service Provider | $51,591 | — | $51,591 |
| RNC GENTER CAPITAL MANAGEMENT | Other Service Provider | $38,405 | — | $38,405 |
| CAPITAL MGMT SERVICES INC | Other Service Provider | $32,586 | — | $32,586 |
| GLOBAL RETIREMENT PARTNERS LLC | Other Service Provider | $32,419 | — | $32,419 |
| CITY NATIONAL ROCHDALE LLC | Other Service Provider | $31,482 | — | $31,482 |
| CHEVY CHASE TRUST COMPANY | Other Service Provider | $29,486 | — | $29,486 |
| CORIENT PRIVATE WEALTH LLC | Other Service Provider | $26,595 | — | $26,595 |
| CERITY PARTNERS LLC | Other Service Provider | $26,413 | — | $26,413 |
| DESTINATION WEALTH MANAGEMENT | Other Service Provider | $23,978 | — | $23,978 |
| CHICAGO WEALTH MANAGEMENT INC | Other Service Provider | $23,247 | — | $23,247 |
| HOLTHOUSE CARLIN AND VAN TRIGT LLP | Other Service Provider | $21,600 | — | $21,600 |
| HUFFMAN MARK C | Other Service Provider | $20,477 | — | $20,477 |
| ASSETMARK INC | Other Service Provider | $15,104 | — | $15,104 |
| BLANKINSHIP & FOSTER LLC | Other Service Provider | $14,483 | — | $14,483 |
| IRONBRIDGE PRIVATE WEALTH LLC | Other Service Provider | $13,698 | — | $13,698 |
| CHARLES SCHWAB & CO., INC. | Other Service Provider | $13,599 | — | $13,599 |
| SIGNATURE ESTATE & INVESTMENT | Other Service Provider | $11,318 | — | $11,318 |
| SPINNAKER INVESTMENT GROUP LLC | Other Service Provider | $11,061 | — | $11,061 |
| LIDO ADVISORS LLC | Other Service Provider | $11,057 | — | $11,057 |
| STATHEROS FINANCIAL | Other Service Provider | $11,048 | — | $11,048 |
| CREATIVE PLANNING LLC | Other Service Provider | $10,628 | — | $10,628 |
| MAIN STREET RESEARCH LLC | Other Service Provider | $10,209 | — | $10,209 |
| HEMINGTON WEALTH MANAGEMENT LL | Other Service Provider | $10,009 | — | $10,009 |
| KAYNE ANDERSON RUDNICK | Other Service Provider | $9,387 | — | $9,387 |
| FORTRESS WEALTH MANAGEMENT INC | Other Service Provider | $8,142 | — | $8,142 |
| FAYEZ SAROFIM & CO LLC | Other Service Provider | $7,808 | — | $7,808 |
| ONE WEALTH CAPITAL | Other Service Provider | $7,262 | — | $7,262 |
| LONGVIEW FINANCIAL ADVISORS LL | Other Service Provider | $6,991 | — | $6,991 |
| KENDALL CAPITAL MANAGEMENT | Other Service Provider | $6,861 | — | $6,861 |
| MORNINGSTAR INVESTMENT SERVICE | Other Service Provider | $6,044 | — | $6,044 |
| HCR WEALTH ADVISORS | Other Service Provider | $5,144 | — | $5,144 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,399,542
- Estimated Expense Ratio: 0.039% 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 |
|---|---|---|---|---|---|
| 2025 | $202,099,473 | $1,302,363 | — | $21,600 | — |
| 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 |