Plan Snapshot
- Plan Sponsor: Lewis Brisbois Bisgaard & Smith LLP
- Sponsor EIN: 953720522
- Sponsor Address: 633 W. 5TH STREET, SUITE 4000, LOS ANGELES, CA, 90071
- Plan Type: 401(k)
- Total Participants: 2,617
- Total Assets: $301.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,617 | $301.5M | $3.9M | $23.3M |
| 2023 | 2,603 | $257.2M | $3.6M | $22.6M |
| 2022 | 2,910 | $211.9M | $0 | $21.2M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $329,205 | — | $329,205 |
| MORGAN STANLEY SMITH BARNEY | RECORDKEEPER | $202,175 | — | $202,175 |
| KRAVITZ, LLC | NONE | $55,475 | — | $55,475 |
| CITRIN COOPERMAN & CO.,LLP | AUDITOR | $47,250 | — | $47,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
- MORGAN STANLEY SMITH BARNEY — RECORDKEEPER
- KRAVITZ, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $634,105
- Estimated Expense Ratio: 0.210% 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 | $634,105 | $202,175 | $55,475 | $47,250 | — |
| 2023 | $588,345 | $221,916 | $42,475 | $44,625 | — |
| 2022 | $689,414 | — | — | — | $689,414 |