2023 Form 5500 filing — Sheppard, Mullin, Richter & Hampton Llp Retirement And Savings 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 20241015182435NAL0029373105001) for Sheppard, Mullin, Richter & Hampton Llp Retirement And Savings Plan, reported by Sheppard, Mullin, Richter & Hampton Llp under EIN 95-1463164 and plan number 002. It reports 2,427 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015182435NAL0029373105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sheppard, Mullin, Richter & Hampton Llp
- EIN
- 95-1463164
- Plan number
- 002
- Location
- Los Angeles, CA
- Participants
- 2,427
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $795,076,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $795,076,556
- Employer contributions
- $20,254,651
- Participant contributions
- $25,855,326
- Total income / additions
- $179,312,430
- Benefits paid
- $61,856,787
- Administrative expenses
- $364,193
- Total expenses
- $62,220,980
- Net increase / (decrease)
- $117,091,450
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $105,648 | $0 |
| Fiducient Advisors | NONE | $98,265 | not reported in the loaded dataset |
| Halbert Hargrove Global Adviso | NONE | $63,152 | not reported in the loaded dataset |
| Corient Private Wealth LLC | NONE | $31,115 | not reported in the loaded dataset |
| Lucas Horsfall Murphy & Pindroh Llp | NONE | $24,500 | not reported in the loaded dataset |
| Gerber Kawasaki Wealth & | NONE | $11,426 | not reported in the loaded dataset |
| Ukg Inc | NONE | $7,500 | not reported in the loaded dataset |
| Conquis Financial LLC | NONE | $6,881 | not reported in the loaded dataset |
| Marin Bay Wealth Advisors LLC | NONE | $6,283 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,396 | $0 |