Back to filter
Original filing (PDF)20250815130851NAL0010517841001
NOSSAMAN LLP
Form 5500
FILING_RECEIVED
NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
183
Accounts w/ balance
270
Plan assets (EOY)
$120.0M
Net assets (EOY)
$120.0M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOSSAMAN LLP.
Plan sponsor
Name
NOSSAMAN LLP
EIN
95-2219542
Address
777 SOUTH FIGUEROA STREET · 34TH FLOOR · LOS ANGELES, CA · 90017
Phone
(213) 612-7800
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BFSG, LLC | 20-8532658 | — | NONE | $45K | — |
| ARMANINO LLP | 94-6214841 | — | NONE | $17K | — |
| FINANCIAL ENGINES ADVISORS LLC | 77-0473565 | — | NONE | $14K | — |
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $13K | — |
| STEELPEAK WEALTH LLC | 46-1173026 | — | NONE | $10K | — |
| BAILARD INC | 94-2149863 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
Investments
27 direct securities · 1 pooled fund· $163.5M(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
$162.3M
27 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PCRA Self-Directed Brokerage Account | — | — | — | $38.8M | 32.3% | |
| Individually Directed Accounts Various | — | — | — | $38.8M | 32.3% | |
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $11.6M | 9.7% | |
| American Funds Balanced Fund Mutual Fund | — | — | — | $10.0M | 8.3% | |
| MFS Growth Fund Mutual Fund | — | — | — | $9.3M | 7.8% | |
| Europacific Growth Fund Mutual Fund | — | — | — | $7.4M | 6.2% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $6.2M | 5.2% | |
| AMER FNDS WASHINGTON MUTUAL R4 Registered Investment Company | — | — | — | $5.3M | 4.4% | |
| Investments Vanguard Federal Money Market Fund Money Market Mutual Fund | — | — | — | $5.2M | 4.3% | |
| American Funds New Perspective Fund Mutual Fund | — | — | — | $3.3M | 2.8% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $3.2M | 2.7% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $3.0M | 2.5% | |
| American Funds Fundamental Investors Fund Mutual Fund | — | — | — | $3.0M | 2.5% | |
| AMERICAN FD FUNDAMNTL INVS R4 Registered Investment Company | — | — | — | $3.0M | 2.5% | |
| JHCOCK3 DISCIPLINED VAL MCP R6 Registered Investment Company | — | — | — | $2.0M | 1.7% | |
| John Hancock Disciplined Value Fund Mutual Fund | — | — | — | $2.0M | 1.7% | |
| T Rowe QM U.S. Small Cap Growth Equity Fund Mutual Fund | — | — | — | $1.5M | 1.3% | |
| TROWE QM US SM CAP GRTH EQTY Registered Investment Company | — | — | — | $1.5M | 1.3% | |
| BlackRock High Yield Bond Fund Mutual Fund | — | — | — | $1.5M | 1.2% | |
| Galliard Retirement Income Fund Collective Trust | — | — | — | $1.2M | 1.0% | |
| WILMGTTR CIT II GALLIARD RET INC FD WILMINGTON TRUST, N.A. · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $1.2M | 1.0% | |
| BlackRock Mid Cap Growth Fund Mutual Fund | — | — | — | $1.1M | 0.9% | |
| First Eagle Global Fund Mutual Fund | — | — | — | $1.1M | 0.9% | |
| PARTICIPANT LOANS (5.20% - 10.50%) | — | — | — | $705K | 0.6% | |
| Brandywineglobal Global Opportunities Fund Mutual Fund | — | — | — | $467K | 0.4% | |
| BRDWNGLB GLOBAL OPPORT BOND I Registered Investment Company | — | — | — | $467K | 0.4% | |
| American Funds SmallCap World Fund Mutual Fund | — | — | — | $391K | 0.3% | |
| DFA Emerging Markets Core Equity Fund Mutual Fund | — | — | — | $141K | 0.1% |