# Littler Mendelson, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/littler-mendelson-p-c-401k-plan

> Littler Mendelson, P.C.'s 401(k) plan: 2,298 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| SCHWAB RETIREMENT PLAN SERVICES INC|NONE|$323,524|—|$323,524|

| CAPITAL RESEARCH CONSULTING|NONE|$190,000|—|$190,000|

| CAPITAL MGMT SERVICES INC|NONE|$59,285|—|$59,285|

| DELTA INVESTMENT MANAGEMENT LL|NONE|$45,443|—|$45,443|

| HC ADVISORS LLC|NONE|$34,902|—|$34,902|

| BURR PILGER MAYER INC|NONE|$33,705|—|$33,705|

| NEUBERGER & BERMAN LLC|NONE|$30,426|—|$30,426|

| TOCQUEVILLE ASSET MANAGEMENT L|NONE|$27,709|—|$27,709|

| KRILOGY FINANCIAL LLC|NONE|$25,926|—|$25,926|

| LITMAN GREGORY WEALTH MGMT|NONE|$22,637|—|$22,637|

| BPM LLP|Auditor|$17,423|—|$17,423|

| LAUREL WEALTH ADVISORS LLC|NONE|$17,013|—|$17,013|

| GHP INVESTMENT ADVISORS INC|NONE|$16,291|—|$16,291|

| DINUZZO PRIVATE WEALTH INC|NONE|$16,055|—|$16,055|

| COLORADO CAPITAL MANAGEMENT IN|NONE|$12,717|—|$12,717|

| THE RETIREMENT PLANNING GROUP|NONE|$11,224|—|$11,224|

| NEW ENGLAND PRIVATE WEALTH ADV|NONE|$10,000|—|$10,000|

| ONE ADVISORY PARTNERS LLC|NONE|$9,793|—|$9,793|

| MAINSAIL ASSET MANAGEMENT LLC|NONE|$8,119|—|$8,119|

| CORNERSTONE ADVISORY LLC|NONE|$6,503|—|$6,503|

| CREATIVE PLANNING LLC|NONE|$6,438|—|$6,438|

| CHARLES SCHWAB & CO., INC.|NONE|$6,211|—|$6,211|

| WELLSPRING WEALTH MANAGEMENT L|NONE|$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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BPM LLP](https://planprovider.pro/provider/bpm-llp) — Auditor

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $936,370

- **Estimated Expense Ratio:** 0.086% 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|

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