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Original filing (PDF)20251028121736NAL0017372226001
LITTLER MENDELSON, P.C.
Form 5500
FILING_RECEIVED
LITTLER MENDELSON 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 2
No recordkeeper disclosed22 service providers
Active participants
2,298
Accounts w/ balance
3,234
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — 69% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LITTLER MENDELSON, P.C..
Plan sponsor
Name
LITTLER MENDELSON, P.C.
EIN
94-2602731
Address
101 SECOND STREET · SUITE 1000 · SAN FRANCISCO, CA · 94105
Phone
(415) 288-6664
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
22 rowsOther
22Investments
25 direct securities· $1.1B(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | — | — | — | $174.3M | 16.0% | |
| Personal Choice Retirement Account | — | — | — | $148.9M | 13.7% | |
| Growth Fund of America R6 | — | — | — | $124.5M | 11.4% | |
| Invesco Comstock R5 | — | — | — | $76.5M | 7.0% | |
| Europacific Growth R6 | — | — | — | $49.1M | 4.5% | |
| Oppenheimer Global Fund CL Y | — | — | — | $48.7M | 4.5% | |
| American Balanced Fund R6 | — | — | — | $48.6M | 4.5% | |
| Pimco Total Return Admin Class | — | — | — | $45.9M | 4.2% | |
| Loomis Sayles Bond Fund | — | — | — | $42.3M | 3.9% | |
| JPMorgan Mid Cap Value Instl | — | — | — | $40.7M | 3.7% | |
| Schwab Value Adv Money Ultra | — | — | — | $35.2M | 3.2% | |
| Vanguard Sm Cap Growth Index Ist | — | — | — | $33.2M | 3.1% | |
| Vanguard Total Bd Mkt Index Inst | — | — | — | $30.8M | 2.8% | |
| MFS Total Return A | — | — | — | $28.6M | 2.6% | |
| Pimco Foreign Bond Fund | — | — | — | $24.5M | 2.3% | |
| Columbia Mid Cap Index Z | — | — | — | $22.7M | 2.1% | |
| Baron Asset Fund | — | — | — | $15.9M | 1.5% | |
| Fidelity Total Bond | — | — | — | $15.7M | 1.4% | |
| Vanguard Explorer Admiral Shares | — | — | — | $15.1M | 1.4% | |
| Vanguard SM Cap Val Index | — | — | — | $11.5M | 1.1% | |
| Income Fund of America R6 | — | — | — | $9.3M | 0.9% | |
| Vanguard Tax Managed Scap IDXI | — | — | — | $8.2M | 0.8% | |
| Participant loans | — | — | — | $6.1M | 0.6% | |
| Central Self Storage Investors II | — | — | — | $75K | <0.1% | |
| Central Self Storage Investors V | — | — | — | $38K | <0.1% |