2023 Form 5500 filing — Latham & Watkins 401(K) Savings And Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240911105028NAL0006936081001) for Latham & Watkins 401(K) Savings And Profit Sharing Plan, reported by Latham & Watkins Llp under EIN 95-2018373 and plan number 001. It reports 7,550 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911105028NAL0006936081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Latham & Watkins Llp
- EIN
- 95-2018373
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 7,550
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,673,751,808
- Net assets (EOY)
- $2,673,751,808
- Employer contributions
- $52,188,025
- Participant contributions
- $98,192,238
- Total income / additions
- $609,974,306
- Benefits paid
- $142,978,250
- Administrative expenses
- $1,137,490
- Total expenses
- $144,201,588
- Net increase / (decrease)
- $465,772,718
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $186,755 | not reported in the loaded dataset |
| Lmcg Investments LLC | NONE | $159,481 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $127,349 | not reported in the loaded dataset |
| Sage Advisory Group | NONE | $105,000 | not reported in the loaded dataset |
| Mariner Platform Solutions LLC | NONE | $88,081 | not reported in the loaded dataset |
| Pietzsch Bonnett & Womack Pa | NONE | $43,519 | not reported in the loaded dataset |
| Hightower Advisors LLC | NONE | $43,047 | not reported in the loaded dataset |
| Chicago Wealth Management Inc | NONE | $34,558 | not reported in the loaded dataset |
| Srs Capital Advisors Inc | NONE | $32,404 | not reported in the loaded dataset |
| Rnc Genter Capital Management | NONE | $26,950 | not reported in the loaded dataset |
| Capital Mgmt Services Inc | NONE | $25,511 | not reported in the loaded dataset |
| Brinker Capital Investments Ll | NONE | $23,646 | not reported in the loaded dataset |
| Fisher Investments | NONE | $22,233 | not reported in the loaded dataset |
| Holthouse Carlin And Van Trigt Llp | NONE | $19,800 | not reported in the loaded dataset |
| Destination Wealth Management | NONE | $18,447 | not reported in the loaded dataset |
| Corient Private Wealth LLC | NONE | $17,281 | not reported in the loaded dataset |
| Blankinship & Foster LLC | NONE | $17,005 | not reported in the loaded dataset |
| Huffman Mark C | NONE | $14,330 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $13,621 | $11 |
| Creative Planning LLC | NONE | $13,388 | not reported in the loaded dataset |
| City National Rochdale LLC | NONE | $11,840 | not reported in the loaded dataset |
| City National Rochdale LLC | NONE | $11,803 | not reported in the loaded dataset |
| Ironbridge Private Wealth LLC | NONE | $11,201 | not reported in the loaded dataset |
| Signature Estate & Investment | NONE | $8,531 | not reported in the loaded dataset |
| Spinnaker Investment Group LLC | NONE | $8,423 | not reported in the loaded dataset |
| Lido Advisors LLC | NONE | $7,536 | not reported in the loaded dataset |
| Cerity Partners LLC | NONE | $7,428 | not reported in the loaded dataset |
| Main Street Research LLC | NONE | $7,390 | not reported in the loaded dataset |
| One Capital Management LLC | NONE | $7,371 | not reported in the loaded dataset |
| Hemington Wealth Management Ll | NONE | $6,737 | not reported in the loaded dataset |
| Kendall Capital Management | NONE | $5,638 | not reported in the loaded dataset |