# Wolfsdorf Rosenthal LLP 401(k) Plan
Source: https://planprovider.pro/companies/wolfsdorf-rosenthal-llp-401k-plan

> Wolfsdorf Rosenthal LLP's 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wolfsdorf Rosenthal LLP

- **Sponsor EIN:** 464349579

- **Sponsor Address:** 1416 2ND STREET, SANTA MONICA, CA, 904012302

- **Plan Type:** 401(k)

- **Total Participants:** 156

- **Total Assets:** $9.8M

## 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|156|$9.8M|$267,536|$963,780|

| 2023|132|$7.6M|$143,033|$784,215|

| 2022|137|$6.0M|$163,349|$663,909|

## 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|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$385,073|—|$22,703|—|—|

| 2023|$440,894|—|$17,093|—|—|

| 2022|$21,781|—|—|—|—|

## Similar Plans

- [Coblentz Patch Duffy & Bass LLP](https://planprovider.pro/companies/coblentz-patch-duffy-bass-llp-plan-002) — 155 participants

- [The Barnes Firm Lc](https://planprovider.pro/companies/the-barnes-firm-lc-401k-plan) — 158 participants

- [Glaser Weil Fink Howard Jordan & Shapiro, LLP](https://planprovider.pro/companies/glaser-weil-fink-howard-avchen-shapiro-llp-plan-002) — 159 participants

- [Greenberg Glusker Fields Claman & Machtinger, LLP](https://planprovider.pro/companies/greenberg-glusker-fields-claman-machtinger-llp-plan-032) — 159 participants

- [Inland Counties Legal Services, INC](https://planprovider.pro/companies/inland-counties-legal-services-inc-401k-plan) — 159 participants

- [Lewis Brisbois Bisgaard & Smith LLP](https://planprovider.pro/companies/lewis-brisbois-bisgaard-smith-llp-plan-007) — 152 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wolfsdorf-rosenthal-llp-401k-plan)

© 2026 PlanProvider.Pro