Sheppard, Mullin, Richter & Hampton Llp Retirement And Savings Plan — Form 5500 plan (Sheppard, Mullin, Richter & Hampton Llp)

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, Sheppard, Mullin, Richter & Hampton Llp Retirement And Savings Plan is a benefit plan reported by Sheppard, Mullin, Richter & Hampton Llp under EIN 95-1463164 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,427 participants and $795,076,556 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sheppard, Mullin, Richter & Hampton Llp
EIN
95-1463164
Plan number
002
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
2,427
End-of-year plan assets
$795,076,556

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,427H, C20241015182435NAL0029373105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$795,076,556
Total liabilities (EOY)
$0
Net assets (EOY)
$795,076,556
Net assets (BOY)
$677,985,106

Income & contributions

Employer contributions
$20,254,651
Participant contributions
$25,855,326
Total contributions
$54,228,214
Total income / additions
$179,312,430

Expenses & distributions

Benefits paid
$61,856,787
Administrative expenses
$364,193
Total expenses
$62,220,980
Net increase / (decrease)
$117,091,450

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$105,648$02023
Fiducient AdvisorsNONE$98,265not reported in the loaded dataset2023
Halbert Hargrove Global AdvisoNONE$63,152not reported in the loaded dataset2023
Corient Private Wealth LLCNONE$31,115not reported in the loaded dataset2023
Lucas Horsfall Murphy & Pindroh LlpNONE$24,500not reported in the loaded dataset2023
Gerber Kawasaki Wealth &NONE$11,426not reported in the loaded dataset2023
Ukg IncNONE$7,500not reported in the loaded dataset2023
Conquis Financial LLCNONE$6,881not reported in the loaded dataset2023
Marin Bay Wealth Advisors LLCNONE$6,283not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$2,396$02023

Related Form 5500 pages