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Original filing (PDF)20250703130823NAL0000351459001
MUNGER, TOLLES & OLSON LLP
Form 5500
FILING_RECEIVED
MTO PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
Late filing · 31.6 mo
Active participants
323
Accounts w/ balance
341
Plan assets (EOY)
$125.7M
Net assets (EOY)
$125.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 31.6 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUNGER, TOLLES & OLSON LLP.
Plan sponsor
Name
MUNGER, TOLLES & OLSON LLP
EIN
95-2156481
Address
350 SOUTH GRAND AVE · 50TH FLOOR · LOS ANGELES, CA · 90071
Phone
(213) 683-9100
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-07-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO BANK, N.A. | 94-1347393 | — | RECORDKEEPER/BOOKKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISORY | $10K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $28K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTZ FINANCIAL GROUP INC | 95-3862759 | — | IND ADV, PARTICIPANT | $11K | — |
| CITY NATIONAL ROCHDALE LLC | 13-3360819 | — | INV ADV, PARTICIPANTS | $6K | — |
Investments
31 direct securities · 5 pooled funds· $135.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$121.5M
31 holdings
Common Collective Trust
$13.8M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Investment Company of America Fund Mutual Fund | — | — | — | $20.8M | 16.5% | |
| American Funds New Perspective Fund Mutual Fund | — | — | — | $17.5M | 13.9% | |
| Self-directed Brokerage Accounts Various | — | — | — | $14.8M | 11.8% | |
| Northern Trust S&P 500 Index Fund Collective Trust | — | — | — | $10.4M | 8.3% | |
| NT COLL S&P 500 IDX FD TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $10.4M | 8.3% | |
| Mainstay Winslow Large Cap Growth Fund Mutual Fund | — | — | — | $7.7M | 6.1% | |
| Metropolitan West Total Return Bond Fund Mutual Fund | — | — | — | $5.4M | 4.3% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $5.1M | 4.0% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $4.9M | 3.9% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $4.6M | 3.7% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $3.2M | 2.6% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $2.5M | 2.0% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $2.4M | 1.9% | |
| American Funds American Balanced Fund Mutual Fund | — | — | — | $2.4M | 1.9% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $2.2M | 1.7% | |
| MassMutual Select Mid Cap Growth Fund Mutual Fund | — | — | — | $1.9M | 1.5% | |
| Investments Vanguard Treasury Money Market Fund Money Market Mutual Fund | — | — | — | $1.8M | 1.5% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $1.6M | 1.3% | |
| JPMorgan Mid Cap Value Fund Mutual Fund | — | — | — | $1.6M | 1.3% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $1.6M | 1.2% | |
| Northern Trust All Country World ex-U.S. Investable Market Index Fund Collective Trust | — | — | — | $1.5M | 1.2% | |
| NT COL ACWI EXUS IV MKT IX T3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $1.5M | 1.2% | |
| Vanguard Target Retirement 2015 Fund Mutual Fund | — | — | — | $1.3M | 1.0% | |
| Invesco Global Fund Mutual Fund | — | — | — | $1.2M | 0.9% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $1.1M | 0.8% | |
| Goldman Sachs Small Cap Value Fund Mutual Fund | — | — | — | $1.1M | 0.8% | |
| AB Small Cap Growth Fund Mutual Fund | — | — | — | $1.0M | 0.8% | |
| Northern Trust Aggregate Bond Index Fund Collective Trust | — | — | — | $899K | 0.7% | |
| NT COLL AGGREGT BD IDX TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $899K | 0.7% | |
| Northern Trust Extended Equity Market Index Fund Collective Trust | — | — | — | $818K | 0.7% | |
| NT COLL EXT EQY MKT IDX TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $818K | 0.7% | |
| T. ROWE PRICE STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $212K | 0.2% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $115K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $94K | <0.1% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $71K | <0.1% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $62K | <0.1% |