Plan Snapshot
- Plan Sponsor: Paul Hastings LLP
- Sponsor EIN: 952209675
- Sponsor Address: 515 SOUTH FLOWER STREET, FLOOR 25, LOS ANGELES, CA, 900712228
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2,507
- Total Assets: $1.1B
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 | 2,507 | $1.1B | $41.0M | $31.5M |
| 2023 | 1,571 | $1.0B | $36.3M | $23.7M |
| 2022 | 27 | $238,633 | $54,223 | $186,885 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | Recordkeeper | $472,963 | — | $472,963 |
| MORGAN STANLEY | Investment Advisor | $104,382 | — | $104,382 |
| HALBERT HARGROVE RUSSELL | Investment Advisor | $73,501 | — | $73,501 |
| WELLS FARGO ADVISORS | Investment Advisor | $59,771 | — | $59,771 |
| OPPENHEIMER | Investment Advisor | $57,421 | — | $57,421 |
| CITY NATIONAL BANK | Investment Advisor | $45,023 | — | $45,023 |
| TORTOISE INVESTMENT MANAGEMENT | Investment Advisor | $26,077 | — | $26,077 |
| MONOGRAPH WEALTH ADVISORS | Investment Advisor | $25,907 | — | $25,907 |
| PERIGON WEALTH MANAGEMENT, LLC | Investment Advisor | $21,878 | — | $21,878 |
| MERRILL LYNCH | Investment Advisor | $20,795 | — | $20,795 |
| GV FINANCIAL ADVISOR | Investment Advisor | $17,743 | — | $17,743 |
| CHARLES SCHWAB | Investment Advisor | $11,287 | — | $11,287 |
| INDEX FUND ADVISORS | Investment Advisor | $9,381 | — | $9,381 |
| LEE-WAY FINANCIAL | Investment Advisor | $9,100 | — | $9,100 |
| SENTINUS, LLC | Investment Advisor | $6,088 | — | $6,088 |
| SANFORD BERNSTEIN | Investment Advisor | $5,878 | — | $5,878 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
- MERRILL LYNCH — Investment Advisor
- CHARLES SCHWAB — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $967,195
- Estimated Expense Ratio: 0.089% 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 | $974,865 | $482,188 | $288,806 | — | — |
| 2023 | $1,002,403 | $451,674 | $336,558 | — | — |
| 2022 | $1,421 | — | — | — | — |