Plan Snapshot
- Plan Sponsor: Quinn Emanuel Urquhart & Sullivan, LLP
- Sponsor EIN: 954004138
- Sponsor Address: 865 S FIGUEROA ST, LOS ANGELES, CA, 90017
- Plan Type: 401(k)
- Total Participants: 860
- Total Assets: $432.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 860 | $432.9M | $15.4M | $9.3M |
| 2023 | 757 | $364.4M | $13.7M | $8.4M |
| 2022 | 705 | $303.1M | $12.6M | $7.5M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $102,987 | — | $102,987 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | ACCOUNTANT | $20,010 | — | $20,010 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,997
- Estimated Expense Ratio: 0.028% 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 | $124,072 | $1,075 | — | $20,010 | — |
| 2023 | $25,090 | — | — | $12,990 | — |
| 2022 | $21,158 | — | — | — | — |