# Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan
Source: https://planprovider.pro/companies/manning-kass-ellrod-ramirez-trester-llp-plan-001

> Manning & Kass, Ellrod, Ramirez, Trester LLP's 401(k) plan: 219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Manning & Kass, Ellrod, Ramirez, Trester LLP

- **Sponsor EIN:** 954469763

- **Sponsor Address:** 801 S. FIGUEROA ST., 15TH FLOOR, LOS ANGELES, CA, 900173012

- **Plan Type:** 401(k)

- **Total Participants:** 219

- **Total Assets:** $54.8M

## 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|219|$54.8M|$19,944|$2.0M|

| 2023|235|$54.1M|$684,844|$2.2M|

| 2022|232|$46.1M|$794,966|$2.0M|

## 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|

| HOLTHOUSE CARLIN & VAN TRIGT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$135,603|—|$80,833|—|—|

| 2023|$139,234|$8,550|$130,684|—|—|

| 2022|$136,638|—|$131,360|—|$5,278|

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