Plan Snapshot
- Plan Sponsor: Pachulski Stang Ziehl & Jones LLP
- Sponsor EIN: 953823150
- Sponsor Address: 10100 SANTA MONICA BOULEVARD, LOS ANGELES, CA, 90067
- Plan Type: DC
- Total Participants: 111
- Total Assets: $148.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 111 | $148.2M | $2.1M | $1.9M |
| 2023 | 98 | $126.6M | $2.0M | $1.8M |
| 2022 | 99 | $103.6M | $1.8M | $1.6M |
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 |
|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT | NONE | $43,105 | — | $43,105 |
| VICTORIA CAPITAL MANAGEMENT IN | NONE | $21,543 | — | $21,543 |
| CAPFINANCIAL PARTNERS LLC | NONE | $16,779 | — | $16,779 |
| BEACON POINTE ADVISORS LLC | NONE | $16,237 | — | $16,237 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BEACON POINTE ADVISORS LLC — NONE
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,664
- Estimated Expense Ratio: 0.066% 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 | $102,946 | $102,385 | — | — | — |
| 2023 | $2,837 | — | $2,837 | — | — |
| 2022 | $12,030 | $9,715 | $2,315 | — | — |