Plan Snapshot
- Plan Sponsor: Los Angeles Dependency Lawyers, INC.
- Sponsor EIN: 205491740
- Sponsor Address: 901 CORPORATE CENTER DRIVE, STE 520, MONTEREY PARK, CA, 91754
- Plan Type: 401(k)
- Total Participants: 279
- Total Assets: $28.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 279 | $28.7M | $2.4M | $1.9M |
| 2023 | 277 | $23.7M | $2.1M | $1.6M |
| 2022 | 257 | $18.5M | $1.9M | $1.4M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RECORDKEEPER | $68,716 | — | $68,716 |
| BENEFIT FINANCIAL SERVICES GROUP | FINANCIAL ADVISOR | $40,248 | — | $40,248 |
| ACTUARIES UNLIMITED, INC. | TPA | $35,175 | — | $35,175 |
| KIECKHAFER SCHIFFER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RECORDKEEPER
- BENEFIT FINANCIAL SERVICES GROUP — FINANCIAL ADVISOR
- KIECKHAFER SCHIFFER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,139
- Estimated Expense Ratio: 0.503% 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 | $136,326 | $21,934 | — | — | — |
| 2023 | $125,775 | $5,571 | $82,775 | — | — |
| 2022 | $112,659 | $3,218 | $30,875 | — | $74,015 |