Plan Snapshot
- Plan Sponsor: Nossaman LLP
- Sponsor EIN: 952219542
- Sponsor Address: 777 SOUTH FIGUEROA STREET, LOS ANGELES, CA, 90017
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 290
- Total Assets: $139.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 290 | $139.7M | $0 | $0 |
| 2024 | 183 | $120.0M | $3.5M | $2.6M |
| 2023 | 184 | $108.4M | $6.5M | $2.5M |
| 2022 | 178 | $92.9M | $3.0M | $2.3M |
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 |
|---|---|---|---|---|
| BFSG, LLC | Other Service Provider | $44,500 | — | $44,500 |
| FINANCIAL ENGINES ADVISORS LLC | Other Service Provider | $16,574 | — | $16,574 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Other Service Provider | $16,500 | — | $16,500 |
| SCHWAB RETIREMENT PLAN SERVICES INC | Other Service Provider | $10,194 | — | $10,194 |
| BAILARD INC | Other Service Provider | $9,952 | — | $9,952 |
| STEELPEAK WEALTH LLC | Other Service Provider | $9,379 | — | $9,379 |
| STIFEL NICOLAUS & COMPANY, INC | Other Service Provider | $5,710 | — | $5,710 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,809
- Estimated Expense Ratio: 0.081% 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 |
|---|---|---|---|---|---|
| 2025 | $6,296,568 | $89,069 | — | $16,500 | — |
| 2024 | $107,937 | $83,028 | — | $17,140 | — |
| 2023 | $94,204 | $70,432 | $16,800 | — | — |
| 2022 | $151,032 | $141,308 | — | — | — |