Plan Snapshot
- Plan Sponsor: Littler Mendelson, P.C.
- Sponsor EIN: 942602731
- Sponsor Address: 101 SECOND STREET, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Plan Number: 003
- 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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | Recordkeeper | $323,524 | — | $323,524 |
| CAPITAL RESEARCH CONSULTING | Other Service Provider | $190,000 | — | $190,000 |
| CAPITAL MGMT SERVICES INC | Other Service Provider | $59,285 | — | $59,285 |
| DELTA INVESTMENT MANAGEMENT LL | Other Service Provider | $45,443 | — | $45,443 |
| HC ADVISORS LLC | Other Service Provider | $34,902 | — | $34,902 |
| BURR PILGER MAYER INC | Other Service Provider | $33,705 | — | $33,705 |
| NEUBERGER & BERMAN LLC | Other Service Provider | $30,426 | — | $30,426 |
| TOCQUEVILLE ASSET MANAGEMENT L | Other Service Provider | $27,709 | — | $27,709 |
| KRILOGY FINANCIAL LLC | Other Service Provider | $25,926 | — | $25,926 |
| LITMAN GREGORY WEALTH MGMT | Other Service Provider | $22,637 | — | $22,637 |
| LAUREL WEALTH ADVISORS LLC | Other Service Provider | $17,013 | — | $17,013 |
| GHP INVESTMENT ADVISORS INC | Other Service Provider | $16,291 | — | $16,291 |
| DINUZZO PRIVATE WEALTH INC | Other Service Provider | $16,055 | — | $16,055 |
| COLORADO CAPITAL MANAGEMENT IN | Other Service Provider | $12,717 | — | $12,717 |
| THE RETIREMENT PLANNING GROUP | Other Service Provider | $11,224 | — | $11,224 |
| NEW ENGLAND PRIVATE WEALTH ADV | Other Service Provider | $10,000 | — | $10,000 |
| ONE ADVISORY PARTNERS LLC | Other Service Provider | $9,793 | — | $9,793 |
| MAINSAIL ASSET MANAGEMENT LLC | Other Service Provider | $8,119 | — | $8,119 |
| CORNERSTONE ADVISORY LLC | Other Service Provider | $6,503 | — | $6,503 |
| CREATIVE PLANNING LLC | Investment Advisor | $6,438 | — | $6,438 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $6,211 | — | $6,211 |
| WELLSPRING WEALTH MANAGEMENT L | Other Service Provider | $5,026 | — | $5,026 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — Recordkeeper
- CREATIVE PLANNING LLC — Investment Advisor
- CHARLES SCHWAB & CO., INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $918,947
- Estimated Expense Ratio: 0.085% 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 |