Plan Snapshot
- Plan Sponsor: Sheppard, Mullin, Richter & Hampton LLP
- Sponsor EIN: 951463164
- Sponsor Address: 350 SOUTH GRAND AVENUE,, LOS ANGELES, CA, 900713460
- Plan Type: DC
- Total Participants: 1,816
- Total Assets: $911.6M
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 | 1,816 | $911.6M | $23.2M | $29.0M |
| 2023 | 1,806 | $795.1M | $20.3M | $25.9M |
| 2022 | 1,842 | $678.0M | $19.0M | $23.1M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $156,894 | — | $156,894 |
| FIDUCIENT ADVISORS | NONE | $100,476 | — | $100,476 |
| HALBERT HARGROVE GLOBAL ADVISORS | NONE | $72,587 | — | $72,587 |
| CORIENT PRIVATE WEALTH LLC | NONE | $35,109 | — | $35,109 |
| GERBER KAWASAKI & INVESTMENT MGMT | NONE | $14,190 | — | $14,190 |
| GFG CAPITAL LLC | NONE | $14,188 | — | $14,188 |
| LUCAS HORSFALL MURPHY & PINDROH,LLP | Auditor | $10,750 | — | $10,750 |
| LUCAS HORSFALL MURPHY & PINDROH LLP | NONE | $10,750 | — | $10,750 |
| CONQUIS FINANCIAL LLC | NONE | $8,627 | — | $8,627 |
| MARIN BAY WEALTH ADVISORS LLC | NONE | $7,960 | — | $7,960 |
| ALPHACORE CAPITAL LLC | NONE | $6,003 | — | $6,003 |
| AT INVESTMENT ADVISERS INC | NONE | $5,175 | — | $5,175 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CORIENT PRIVATE WEALTH LLC — NONE
- LUCAS HORSFALL MURPHY & PINDROH,LLP — Auditor
- LUCAS HORSFALL MURPHY & PINDROH LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $442,709
- Estimated Expense Ratio: 0.049% 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 | $436,755 | $100,476 | — | $10,750 | — |
| 2023 | $364,193 | $98,265 | — | $24,500 | — |
| 2022 | $390,834 | $98,265 | — | — | $171,371 |