Retirement plan

NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN II

Name: NOSSAMAN LLP - NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN II (2025) Form 5500
Creator: NOSSAMAN LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN II, NOSSAMAN LLP

NOSSAMAN LLPEIN 95-2219542Plan #002PY 2025

777 SOUTH FIGUEROA STREET, 34TH FLOOR - LOS ANGELES, CA 90017213-612-7800nossaman.comLinkedIn201-500 employeeslaw practice

Other plans on this EIN

1 filing

#001Retirement-$139.7M assets

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$72.4M

+8.6% from 2024

Total participants

178

+7.9% from 2024

Average account balance

$418,333

+1.7% from 2024

Annual return

11.77%

-18.39 pp from 2024

Benchmarks

See 20,558 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort20,558 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$72.37M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$418K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

173

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

94.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.76M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.77%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$733

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 7 by compensation

Provider	Service type	Compensation
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800	Advisory (Participants)	$88,560
HOLTHOUSE CARLIN & VAN TRIGT LLP1 year Filed as: HOLTHOUSE CARLIN &VAN TRIGT LLP Service code 10 · EIN 95-4345526	Accounting	$16,500
MAIN STREET RESEARCH LLC4 years Service code 26 · EIN 32-0784023	Advisory (Participants)	$13,229
BFSG LLC8 years Filed as: BFSG, LLC Service code 28 · EIN 20-8532658	Investment Management	$5,500
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782	Securities brokerage; Direct payment ...	$1,698
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59	Shareholder Servicing	$0
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259	Directed Trustee	$0

Plan features & details

Pension benefit codes2F2G2J2K2R2S2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$127K

$1293 / participant

Recordkeeping$7080.6%
Investment mgmt$110K86.4%
Other / not subdivided$17K13.0%

% of EOY assets

0.175%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: HOLTHOUSE CARLIN &VAN TRIGT LLP
Auditor EIN: 954345526
Audit fees: $16,500
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$418,333

$106,749+291.9%

$145,433+187.6%

$82,448+407.4%

Participation rate

94.9%

75.6%+19.2pp

82.1%+12.8pp

68.1%+26.8pp

Annual return

11.77%

27.59%-15.8pp

66.58%-54.8pp

41.64%-29.9pp

Employer contribution / active EE

$1,896

$3,444-44.9%

$4,554-58.4%

$2,551-25.7%

Participant deferral / active EE

$16,059

$6,519+146.4%

$7,897+103.3%

$4,139+288.0%

Admin fee / account holder

$733

$8,390-91.3%

$13,129-94.4%

$7,234-89.9%

Provider

Service type

Compensation

FISHER INVESTMENTS3 years

Service code 26 · EIN 20-2480800

Advisory (Participants)

$88,560

HOLTHOUSE CARLIN & VAN TRIGT LLP1 year

Filed as: HOLTHOUSE CARLIN &VAN TRIGT LLP

Service code 10 · EIN 95-4345526

Accounting

$16,500

MAIN STREET RESEARCH LLC4 years

Service code 26 · EIN 32-0784023

Advisory (Participants)

$13,229

BFSG LLC8 years

Filed as: BFSG, LLC

Service code 28 · EIN 20-8532658

Investment Management

$5,500

CHARLES SCHWAB & CO., INC.3 years

Service code 33 · EIN 94-1737782

Securities brokerage; Direct payment ...

$1,698

CHARLES SCHWAB & CO., INC.3 years

Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL

Service code 59

Shareholder Servicing

CHARLES SCHWAB & CO., INC.6 years

Filed as: CHARLES SCHWAB TRUST BANK

Service code 25 · EIN 82-3967259

Directed Trustee

NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN II

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN II

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion