2023 Form 5500 filing — The Neiman Marcus Group LLC Retirement Savings Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240515162712NAL0049541489001) for The Neiman Marcus Group LLC Retirement Savings Plan, reported by The Neiman Marcus Group LLC under EIN 95-4119509 and plan number 003. It reports 16,286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.2BReported net assets$1,241,350,833
Participants16.3K16,286
Provider compensation$766.4K2 Schedule C row(s)$766,350
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240515162712NAL0049541489001
Plan sponsor
The Neiman Marcus Group LLC
EIN
95-4119509
Plan number
003
Location
Dallas, TX
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.2B total assets
Net assets$1.2BLiabilities$0
Money in vs. money out
Total income / additions$314.5M
Total expenses$137.5M
Benefits paid / distributions$136.7M
Contributions
Employer$27.1M
Participant$50.7M
Full reported line items
Total assets (EOY)
$1,241,350,833
Total liabilities (EOY)
$0
Net assets (EOY)
$1,241,350,833
Employer contributions
$27,097,974
Participant contributions
$50,723,407
Total income / additions
$314,532,651
Benefits paid
$136,650,144
Administrative expenses
$755,099
Total expenses
$137,466,030
Net increase / (decrease)
$177,066,621

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$755,099$0
Strategic Advisors, Inc.ADVISOR$11,251not reported in the loaded dataset

Related Form 5500 pages