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Form 5500 · Retirement plan · LOS ANGELES, CA

ALLEN MATKINS LECK GAMBLE MALLORY & NATSIS LLP

The filing calls this plan ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN.

ALLEN MATKINS LECK GAMBLE MALLORY & NATSIS LLP of LOS ANGELES, CA files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by NEW YORK LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
NEW YORK LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3605309 · plan 003 · plan year 2024, filed Oct 29, 2025

Participants at the start of the year
544
Contracts on file
1
Contract value
$13,346,033
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with NEW YORK LIFE INSURANCE COMPANY.

The contracts held $13,346,033 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
NEW YORK LIFE INSURANCE COMPANYAnnuity / GIC114December$13,346,033$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

SCHWAB RETIREMENT PLAN SERVICES,INC
Recordkeeping and information management · EIN 34-1479833
$40,350
paid directly by the plan
CORIENT PRIVATE WEALTH LLC
Named on Schedule C · EIN 88-0967642
$35,582
paid directly by the plan
FISHER INVESTMENTS
Named on Schedule C · EIN 20-2480800
$34,565
paid directly by the plan
PACIFICA CAPITAL INVESTMENTS L
Named on Schedule C · EIN 84-1452736
$30,419
paid directly by the plan
CONQUIS FINANCIAL LLC
Named on Schedule C · EIN 87-4659168
$23,440
paid directly by the plan
MORNINGSTAR INVESTMENT SERVICE
Named on Schedule C · EIN 36-4410122
$15,608
paid directly by the plan
MORGAN STANLEY SMITH BARNEY
Named on Schedule C · EIN 26-4310632
$8,190
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$303,169,545
Paid out in benefits
$28,975,742
Participants at the start of the year
544
Participants with account balances
569

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 34-1479833
SCHWAB RETIREMENT PLAN SERVICES,INC
Independent accountantEIN 95-4659692
LUCAS HORSFALL MURPHY&PINDROH LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

Amlgmn Health & Welfare PlanInsured benefit plan · 6 Schedule A contractsRenews ~Jan 1plan 007Form 5500 filing · no insured Schedule A contractsplan 006Form 5500-SF filing · no insured Schedule A contracts

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