Plan Snapshot
- Plan Sponsor: Musick, Peeler & Garrett LLP
- Sponsor EIN: 951777575
- Sponsor Address: 333 SOUTH HOPE STREET, LOS ANGELES, CA, 900711406
- Plan Type: DC
- Total Participants: 163
- Total Assets: $136.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 163 | $136.7M | $2.3M | $2.0M |
| 2023 | 161 | $120.2M | $1.9M | $1.7M |
| 2022 | 161 | $118.0M | $2.0M | $1.9M |
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 |
|---|---|---|---|---|
| CERITY PARTNERS LLC | Other Service Provider | $53,895 | — | $53,895 |
| ENVESTNET ASSET MANAGEMENT INC | Other Service Provider | $12,666 | — | $12,666 |
| TATE ASSET MANAGEMENT | Other Service Provider | $10,640 | — | $10,640 |
| MASON & ASSOCIATES INC | Other Service Provider | $6,041 | — | $6,041 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $5,430 | — | $5,430 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,672
- Estimated Expense Ratio: 0.065% 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 | $86,295 | $84,295 | — | — | — |
| 2023 | $85,805 | $83,905 | — | — | — |
| 2022 | $119,995 | $102,764 | — | — | — |