2023 Form 5500 filing — Littler Mendelson 401(K) Plan And Trust
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 20241011091325NAL0012314947001) for Littler Mendelson 401(K) Plan And Trust, reported by Littler Mendelson, P.C. under EIN 94-2602731 and plan number 003. It reports 3,166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011091325NAL0012314947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Littler Mendelson, P.C.
- EIN
- 94-2602731
- Plan number
- 003
- Location
- San Francisco, CA
- Participants
- 3,166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $931,873,754
- Net assets (EOY)
- $931,873,754
- Employer contributions
- $28,023,472
- Participant contributions
- $29,131,673
- Total income / additions
- $202,456,614
- Benefits paid
- $56,972,114
- Administrative expenses
- $860,250
- Total expenses
- $57,852,917
- Net increase / (decrease)
- $144,603,697
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $278,846 | not reported in the loaded dataset |
| Capital Research Consulting | NONE | $190,000 | not reported in the loaded dataset |
| Capital Mgmt Services Inc | NONE | $51,099 | not reported in the loaded dataset |
| Burr Pilger Mayer Inc | NONE | $32,635 | not reported in the loaded dataset |
| Hc Advisors LLC | NONE | $28,970 | not reported in the loaded dataset |
| Neuberger & Berman LLC | NONE | $25,140 | not reported in the loaded dataset |
| Tocqueville Asset Management L | NONE | $24,192 | not reported in the loaded dataset |
| Lido Advisors LLC | NONE | $23,781 | not reported in the loaded dataset |
| Krilogy Financial LLC | NONE | $22,750 | not reported in the loaded dataset |
| Litman Gregory Wealth Mgmt | NONE | $22,576 | not reported in the loaded dataset |
| Index Fund Advisors Inc | NONE | $18,657 | not reported in the loaded dataset |
| Delta Investment Management Ll | NONE | $17,314 | not reported in the loaded dataset |
| Bpm Llp | NONE | $14,440 | not reported in the loaded dataset |
| Dinuzzo Private Wealth Inc | NONE | $13,919 | not reported in the loaded dataset |
| Laurel Wealth Advisors LLC | NONE | $13,498 | not reported in the loaded dataset |
| Ghp Investment Advisors Inc | NONE | $13,478 | not reported in the loaded dataset |
| Colorado Capital Management In | NONE | $10,999 | not reported in the loaded dataset |
| New England Private Wealth Adv | NONE | $10,000 | not reported in the loaded dataset |
| One Advisory Partners LLC | NONE | $7,649 | not reported in the loaded dataset |
| Mainsail Asset Management LLC | NONE | $6,814 | not reported in the loaded dataset |
| Murray Financial Group LLC | NONE | $6,060 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $5,394 | $32 |