Plan Snapshot
- Plan Sponsor: Macerich Property Management Company LLC.
- Sponsor EIN: 954853294
- Sponsor Address: 401 WILSHIRE BLVD STE 700, SANTA MONICA, CA, 90401
- Plan Type: 401(k)
- Total Participants: 618
- Total Assets: $226.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 618 | $226.0M | $3.6M | $7.6M |
| 2023 | 657 | $208.0M | $3.5M | $7.4M |
| 2022 | 654 | $181.5M | $3.2M | $6.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Other Service Provider | $138,545 | — | $138,545 |
| UBS FINANCIAL SERVICES INC | Recordkeeper | $131,689 | — | $131,689 |
| MESIROW FINANCIAL INVESTMENT MANAGE | Other Service Provider | $17,735 | — | $17,735 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $287,969
- Estimated Expense Ratio: 0.127% 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 | $288,318 | $149,423 | — | — | — |
| 2023 | $232,392 | $128,585 | — | — | — |
| 2022 | $332,430 | — | $332,430 | — | — |