Employer · plans filed under one EIN
Allen Matkins Leck Gamble Mallory & Natsis LLP
Los Angeles, CA · Professional, scientific and technical services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Allen Matkins Leck Gamble Mallory & Natsis LLP, based in Los Angeles, California, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 714 participant records and $325M in net assets.
The largest is Allen Matkins Profit Sharing and 401(k) Plan, a 401(k) plan with 588 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $17.3M and participant contributions $7.1M in the latest plan years; benefits paid were $31.3M. Schedule C compensation reported to service provider organisations totalled $236K.
Combined net assets moved from $109M in 2009 to $325M in 2024 (up 199%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Allen Matkins Profit Sharing and 401(k) Plan | 401(k) plan | 2024 | 588 | $303M | $515,594 | $14,696 | $201K |
| Allen Matkins Cash Balance Pension Plan III | cash balance pension plan | 2024 | 126 | $21.5M | $170,466 | $89,634 | $35K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 714 | $325M | $17.3M | $7.1M |
| 2023 | 2 | 664 | $292M | $10.7M | $6.6M |
| 2022 | 2 | 617 | $253M | $10.8M | $5.9M |
| 2021 | 2 | 582 | $284M | $10.1M | $5.7M |
| 2020 | 1 | 477 | $245M | $4.8M | $5.2M |
| 2019 | 1 | 483 | $238M | $4.6M | $4.9M |
| 2018 | 1 | 483 | $212M | $3.9M | $4.3M |
| 2017 | 1 | 475 | $235M | $4.1M | $3.9M |
| 2016 | 1 | 488 | $213M | $4.0M | $3.8M |
| 2015 | 1 | 503 | $188M | $4.0M | $3.8M |
| 2014 | 1 | 496 | $185M | $4.0M | $3.8M |
| 2013 | 1 | 512 | $176M | $3.9M | $4.0M |
| 2012 | 1 | 526 | $155M | $4.3M | $3.8M |
| 2011 | 1 | 522 | $134M | $4.3M | $3.9M |
| 2010 | 1 | 528 | $131M | $4.4M | $3.7M |
| 2009 | 1 | 549 | $109M | $4.3M | $3.8M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Schwab Retirement Plan Services,inc | Recordkeeping and information management; Investment advisory (participants) | 1 | $40,350 |
| Corient Private Wealth LLC | Investment advisory (participants) | 1 | $35,582 |
| Fisher Investments | Investment advisory (participants) | 1 | $34,565 |
| Pacifica Capital Investments L | Investment advisory (participants) | 1 | $30,419 |
| Morgan Stanley Smith Barney LLC | Investment management; Securities brokerage | 1 | $27,148 |
| Conquis Financial LLC | Investment advisory (participants) | 1 | $23,440 |
| Morningstar Investment Service | Investment advisory (participants) | 1 | $15,608 |
| Litman Gregory Wealth MGMT | Investment advisory (participants) | 1 | $12,203 |
| First State Trust Company | — | 1 | $8,250 |
| Morgan Stanley Smith Barney | Investment management | 1 | $8,190 |
| Charles Schwab & Co., Inc. | Securities brokerage | 1 | $742 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Allen Matkins Leck Gamble Mallory & Natsis LLP have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Allen Matkins Profit Sharing and 401(k) Plan and Allen Matkins Cash Balance Pension Plan III. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Allen Matkins Leck Gamble Mallory & Natsis LLP contribute to its plans?
$17,329,713 in employer contributions across these plans in their latest plan years, about $31,394 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Schwab Retirement Plan Services,inc, Corient Private Wealth LLC, Fisher Investments and Pacifica Capital Investments L and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.