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: DB
- Total Participants: 152
- Total Assets: $54.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 152 | $54.8M | $13.0M | $0 |
| 2023 | 155 | $44.7M | $14.9M | $0 |
| 2022 | 171 | $31.4M | $15.9M | $0 |
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 & COMPANY LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $106,262 | $106,262 | — | — | — |
| 2023 | $60,933 | $60,933 | — | — | — |
| 2022 | $38,172 | $38,172 | — | — | — |