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: 293
- Total Assets: $197.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 293 | $197.1M | $3.0M | $3.9M |
| 2023 | 331 | $180.8M | $3.7M | $4.3M |
| 2022 | 394 | $155.3M | $4.1M | $4.1M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & CO.,LLP | Auditor | $43,050 | — | $43,050 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,050
- Estimated Expense Ratio: 0.022% 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 | $499,075 | $233,393 | $26,208 | $43,050 | — |
| 2023 | $363,438 | $143,960 | $10,780 | $39,375 | — |
| 2022 | $325,271 | — | — | — | $325,271 |