Plan5500

Latham & Watkins 401(K) Savings And Profit Sharing Plan — Form 5500 plan (Latham & Watkins 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, Latham & Watkins 401(K) Savings And Profit Sharing Plan is a benefit plan reported by Latham & Watkins Llp under EIN 95-2018373 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,550 participants and $2,673,751,808 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Latham & Watkins Llp
EIN
95-2018373
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
7,550
End-of-year plan assets
$2,673,751,808

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,550H, C20240911105028NAL0006936081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,673,751,808
Net assets (EOY)
$2,673,751,808
Net assets (BOY)
$2,207,979,090

Income & contributions

Employer contributions
$52,188,025
Participant contributions
$98,192,238
Total contributions
$179,398,579
Total income / additions
$609,974,306

Expenses & distributions

Benefits paid
$142,978,250
Administrative expenses
$1,137,490
Total expenses
$144,201,588
Net increase / (decrease)
$465,772,718

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$186,755not reported in the loaded dataset2023
Lmcg Investments LLCNONE$159,481not reported in the loaded dataset2023
Chevy Chase Trust CompanyNONE$127,349not reported in the loaded dataset2023
Sage Advisory GroupNONE$105,000not reported in the loaded dataset2023
Mariner Platform Solutions LLCNONE$88,081not reported in the loaded dataset2023
Pietzsch Bonnett & Womack PaNONE$43,519not reported in the loaded dataset2023
Hightower Advisors LLCNONE$43,047not reported in the loaded dataset2023
Chicago Wealth Management IncNONE$34,558not reported in the loaded dataset2023
Srs Capital Advisors IncNONE$32,404not reported in the loaded dataset2023
Rnc Genter Capital ManagementNONE$26,950not reported in the loaded dataset2023
Capital Mgmt Services IncNONE$25,511not reported in the loaded dataset2023
Brinker Capital Investments LlNONE$23,646not reported in the loaded dataset2023
Fisher InvestmentsNONE$22,233not reported in the loaded dataset2023
Holthouse Carlin And Van Trigt LlpNONE$19,800not reported in the loaded dataset2023
Destination Wealth ManagementNONE$18,447not reported in the loaded dataset2023
Corient Private Wealth LLCNONE$17,281not reported in the loaded dataset2023
Blankinship & Foster LLCNONE$17,005not reported in the loaded dataset2023
Huffman Mark CNONE$14,330not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$13,621$112023
Creative Planning LLCNONE$13,388not reported in the loaded dataset2023
City National Rochdale LLCNONE$11,840not reported in the loaded dataset2023
City National Rochdale LLCNONE$11,803not reported in the loaded dataset2023
Ironbridge Private Wealth LLCNONE$11,201not reported in the loaded dataset2023
Signature Estate & InvestmentNONE$8,531not reported in the loaded dataset2023
Spinnaker Investment Group LLCNONE$8,423not reported in the loaded dataset2023
Lido Advisors LLCNONE$7,536not reported in the loaded dataset2023
Cerity Partners LLCNONE$7,428not reported in the loaded dataset2023
Main Street Research LLCNONE$7,390not reported in the loaded dataset2023
One Capital Management LLCNONE$7,371not reported in the loaded dataset2023
Hemington Wealth Management LlNONE$6,737not reported in the loaded dataset2023
Kendall Capital ManagementNONE$5,638not reported in the loaded dataset2023

Related Form 5500 pages