Littler Mendelson 401(K) Plan And Trust — Form 5500 plan (Littler Mendelson, P.C.)
Plain-English plan 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, Littler Mendelson 401(K) Plan And Trust is a benefit plan reported by Littler Mendelson, P.C. under EIN 94-2602731 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,166 participants and $931,873,754 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Littler Mendelson, P.C.
- EIN
- 94-2602731
- Plan number
- 003
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 3,166
- End-of-year plan assets
- $931,873,754
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,166 | H, C | 20241011091325NAL0012314947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $931,873,754
- Net assets (EOY)
- $931,873,754
- Net assets (BOY)
- $787,270,057
Income & contributions
- Employer contributions
- $28,023,472
- Participant contributions
- $29,131,673
- Total contributions
- $66,016,124
- Total income / additions
- $202,456,614
Expenses & distributions
- Benefits paid
- $56,972,114
- Administrative expenses
- $860,250
- Total expenses
- $57,852,917
- Net increase / (decrease)
- $144,603,697
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $278,846 | not reported in the loaded dataset | 2023 |
| Capital Research Consulting | NONE | $190,000 | not reported in the loaded dataset | 2023 |
| Capital Mgmt Services Inc | NONE | $51,099 | not reported in the loaded dataset | 2023 |
| Burr Pilger Mayer Inc | NONE | $32,635 | not reported in the loaded dataset | 2023 |
| Hc Advisors LLC | NONE | $28,970 | not reported in the loaded dataset | 2023 |
| Neuberger & Berman LLC | NONE | $25,140 | not reported in the loaded dataset | 2023 |
| Tocqueville Asset Management L | NONE | $24,192 | not reported in the loaded dataset | 2023 |
| Lido Advisors LLC | NONE | $23,781 | not reported in the loaded dataset | 2023 |
| Krilogy Financial LLC | NONE | $22,750 | not reported in the loaded dataset | 2023 |
| Litman Gregory Wealth Mgmt | NONE | $22,576 | not reported in the loaded dataset | 2023 |
| Index Fund Advisors Inc | NONE | $18,657 | not reported in the loaded dataset | 2023 |
| Delta Investment Management Ll | NONE | $17,314 | not reported in the loaded dataset | 2023 |
| Bpm Llp | NONE | $14,440 | not reported in the loaded dataset | 2023 |
| Dinuzzo Private Wealth Inc | NONE | $13,919 | not reported in the loaded dataset | 2023 |
| Laurel Wealth Advisors LLC | NONE | $13,498 | not reported in the loaded dataset | 2023 |
| Ghp Investment Advisors Inc | NONE | $13,478 | not reported in the loaded dataset | 2023 |
| Colorado Capital Management In | NONE | $10,999 | not reported in the loaded dataset | 2023 |
| New England Private Wealth Adv | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| One Advisory Partners LLC | NONE | $7,649 | not reported in the loaded dataset | 2023 |
| Mainsail Asset Management LLC | NONE | $6,814 | not reported in the loaded dataset | 2023 |
| Murray Financial Group LLC | NONE | $6,060 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $5,394 | $32 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Littler Mendelson, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Capital Research Consulting — Schedule C compensation
- Capital Mgmt Services Inc — Schedule C compensation
- Burr Pilger Mayer Inc — Schedule C compensation
- Hc Advisors LLC — Schedule C compensation
- Neuberger & Berman LLC — Schedule C compensation
- Tocqueville Asset Management L — Schedule C compensation
- Lido Advisors LLC — Schedule C compensation
- Krilogy Financial LLC — Schedule C compensation
- Litman Gregory Wealth Mgmt — Schedule C compensation
- Index Fund Advisors Inc — Schedule C compensation
- Delta Investment Management Ll — Schedule C compensation
- Bpm Llp — Schedule C compensation
- Dinuzzo Private Wealth Inc — Schedule C compensation
- Laurel Wealth Advisors LLC — Schedule C compensation
- Ghp Investment Advisors Inc — Schedule C compensation
- Colorado Capital Management In — Schedule C compensation
- New England Private Wealth Adv — Schedule C compensation
- One Advisory Partners LLC — Schedule C compensation
- Mainsail Asset Management LLC — Schedule C compensation
- Murray Financial Group LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation