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: 002
- Total Participants: 178
- Total Assets: $72.4M
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 | 178 | $72.4M | $0 | $0 |
| 2024 | 81 | $66.7M | $104,078 | $1.5M |
| 2023 | 87 | $55.8M | $94,797 | $1.3M |
| 2022 | 67 | $48.1M | $89,518 | $1.2M |
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 |
|---|---|---|---|---|
| FISHER INVESTMENTS | Other Service Provider | $88,560 | — | $88,560 |
| HOLTHOUSE CARLIN &VAN TRIGT LLP | Other Service Provider | $16,500 | — | $16,500 |
| MAIN STREET RESEARCH LLC | Other Service Provider | $13,229 | — | $13,229 |
| BFSG, LLC | Other Service Provider | $5,500 | — | $5,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,789
- Estimated Expense Ratio: 0.171% 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 | $4,027,275 | $109,546 | — | $16,500 | — |
| 2024 | $118,847 | $99,249 | — | $17,640 | — |
| 2023 | $18,831 | — | $16,800 | — | — |
| 2022 | $31,732 | $29,370 | — | — | — |