# Latham & Watkins LLP DC Plan
Source: https://planprovider.pro/companies/latham-watkins-llp-plan-001

> Latham & Watkins LLP's DC plan: 4,864 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Latham & Watkins LLP

- **Sponsor EIN:** 952018373

- **Sponsor Address:** 555 WEST FIFTH STREET, SUITE 300, LOS ANGELES, CA, 900131021

- **Plan Type:** DC

- **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|NONE|$260,064|—|$260,064|

| SAGE ADVISORY GROUP|NONE|$140,000|—|$140,000|

| MARINER PLATFORM SOLUTIONS LLC|NONE|$124,937|—|$124,937|

| CHEVY CHASE TRUST COMPANY|NONE|$116,322|—|$116,322|

| LMCG INVESTMENTS LLC|NONE|$88,582|—|$88,582|

| HIGHTOWER ADVISORS LLC|NONE|$68,226|—|$68,226|

| SRS CAPITAL ADVISORS LLC|NONE|$45,730|—|$45,730|

| WESTMOUNT PARTNERS LLC|NONE|$36,251|—|$36,251|

| RNC GENTER CAPITAL MANAGEMENT|NONE|$35,157|—|$35,157|

| CAPITAL MGMT SERVICES INC|NONE|$27,892|—|$27,892|

| CITY NATIONAL ROCHDALE LLC|NONE|$27,561|—|$27,561|

| FISHER INVESTMENTS|NONE|$26,548|—|$26,548|

| HOLTHOUSE CARLIN AND VAN TRIGT LLP|NONE|$24,000|—|$24,000|

| CORIENT PRIVATE WEALTH LLC|NONE|$23,040|—|$23,040|

| CHICAGO WEALTH MANAGEMENT INC|NONE|$22,392|—|$22,392|

| DESTINATION WEALTH MANAGEMENT|NONE|$22,093|—|$22,093|

| KAYNE ANDERSON RUDNICK|NONE|$21,018|—|$21,018|

| CERITY PARTNERS LLC|NONE|$20,808|—|$20,808|

| BRINKER CAPITAL INVESTMENTS LL|NONE|$19,458|—|$19,458|

| HUFFMAN MARK C|NONE|$17,145|—|$17,145|

| BLANKINSHIP & FOSTER LLC|NONE|$16,137|—|$16,137|

| PIETZSCH BONNETT & WOMACK PA|NONE|$16,052|—|$16,052|

| CHARLES SCHWAB & CO., INC.|NONE|$14,474|—|$14,474|

| IRONBRIDGE PRIVATE WEALTH LLC|NONE|$13,085|—|$13,085|

| CREATIVE PLANNING LLC|NONE|$10,811|—|$10,811|

| SIGNATURE ESTATE & INVESTMENT|NONE|$10,577|—|$10,577|

| SPINNAKER INVESTMENT GROUP LLC|NONE|$9,602|—|$9,602|

| LIDO ADVISORS LLC|NONE|$9,313|—|$9,313|

| MAIN STREET RESEARCH LLC|NONE|$9,187|—|$9,187|

| HEMINGTON WEALTH MANAGEMENT LL|NONE|$8,384|—|$8,384|

| FAYEZ SAROFIM & CO LLC|NONE|$8,340|—|$8,340|

| KENDALL CAPITAL MANAGEMENT|NONE|$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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [SAGE ADVISORY GROUP](https://planprovider.pro/provider/sageview-advisory-group) — NONE

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [HOLTHOUSE CARLIN AND VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — NONE

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

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CREATIVE PLANNING 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:** $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|

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