Plan Snapshot
- Plan Sponsor: Ziffren Brittenham LLP
- Sponsor EIN: 953303328
- Sponsor Address: 1801 CENTURY PARK WEST, LOS ANGELES, CA, 900676409
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $68.3M
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 | 64 | $68.3M | $1.4M | $821,406 |
| 2023 | 68 | $62.0M | $2.9M | $751,528 |
| 2022 | 58 | $55.7M | $1.6M | $886,440 |
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 |
|---|---|---|---|---|
| DANIELLE PRUNIER | Other Service Provider | $116,052 | — | $116,052 |
| ONEAMERICA RETIREMENT SERVICES | Other Service Provider | $110,038 | — | $110,038 |
| EILEEN BOHN | Other Service Provider | $19,780 | — | $19,780 |
| MARK TUNNEY | Other Service Provider | $13,362 | — | $13,362 |
| LINDBROOK CAPITAL, LLC | Other Service Provider | $11,629 | — | $11,629 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $270,861
- Estimated Expense Ratio: 0.396% 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 | $266,696 | $160,824 | — | — | — |
| 2023 | $265,582 | $155,001 | — | — | — |
| 2022 | $303,539 | $160,135 | $141,637 | — | — |