Plan Snapshot
- Plan Sponsor: Littler Mendelson, P.C.
- Sponsor EIN: 942602731
- Sponsor Address: 101 SECOND STREET, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Total Participants: 2,298
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 2,298 | $1.1B | $30.9M | $31.8M |
| 2023 | 2,247 | $931.9M | $28.0M | $29.1M |
| 2022 | 2,105 | $787.3M | $25.1M | $24.6M |
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 |
|---|---|---|---|---|
| BPM LLP | Auditor | $17,423 | — | $17,423 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,423
- Estimated Expense Ratio: 0.002% 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 | $925,719 | $678,349 | $16,282 | $17,423 | — |
| 2023 | $860,250 | $594,966 | $47,079 | — | — |
| 2022 | $791,557 | $536,189 | — | — | $16,050 |