Plan Snapshot
- Plan Sponsor: O'Melveny & Myers LLP
- Sponsor EIN: 951066597
- Sponsor Address: 400 SOUTH HOPE STREET, SUITE 1900, LOS ANGELES, CA, 900712899
- Plan Type: DC
- Total Participants: 1,284
- Total Assets: $878.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,284 | $878.6M | $16.3M | $21.3M |
| 2023 | 1,260 | $788.4M | $15.3M | $20.4M |
| 2022 | 1,120 | $674.1M | $13.8M | $18.4M |
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 |
|---|---|---|---|---|
| CROWE LLP | AUDITOR | $36,983 | — | $36,983 |
| MATRIX TRUST COMPANY | TRUSTEE | $13,698 | — | $13,698 |
| SAGEVIEW ADVISORY GROUP LLC | INVESTMENT ADVISOR | $13,698 | — | $13,698 |
| TPP RETIREMNET PLAN SPECIALISTS LLC | RECORDKEEPER | $6,468 | — | $6,468 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MATRIX TRUST COMPANY — TRUSTEE
- SAGEVIEW ADVISORY GROUP LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,847
- Estimated Expense Ratio: 0.008% 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 | $925,700 | — | — | $43,400 | — |
| 2023 | $839,700 | $4,000 | — | — | — |
| 2022 | $955,900 | — | — | — | $955,900 |