Plan Snapshot
- Plan Sponsor: The United Firm La Liga Defensor
- Sponsor EIN: 472582989
- Sponsor Address: 3701 WILSHIRE BLVD STE 210, LOS ANGELES, CA, 90010
- Plan Type: 401(k)
- Total Participants: 427
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 427 | $1.9M | $0 | $733,478 |
| 2023 | 393 | $1.3M | $0 | $662,908 |
| 2022 | 292 | $695,514 | $0 | $470,505 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $14,174 | — | $14,174 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,174
- Estimated Expense Ratio: 0.744% 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 | $14,174 | — | — | — | — |
| 2023 | $12,246 | — | — | — | — |
| 2022 | $3,420 | — | — | — | — |