Plan5500

2023 Form 5500 filing — Squire Patton Boggs 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 20240909090936NAL0005303953001) for Squire Patton Boggs Retirement Savings Plan, reported by Squire Patton Boggs (Us) Llp under EIN 34-0648199 and plan number 005. It reports 1,866 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240909090936NAL0005303953001
Filing year
2023
Form type
2
Plan sponsor
Squire Patton Boggs (Us) Llp
EIN
34-0648199
Plan number
005
Location
Cleveland, OH
Participants
1,866
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$813,515,651
Total liabilities (EOY)
$0
Net assets (EOY)
$813,515,651
Employer contributions
$817,417
Participant contributions
$15,110,068
Total income / additions
$138,629,038
Benefits paid
$54,440,310
Administrative expenses
-$15,380
Total expenses
$54,475,178
Net increase / (decrease)
$84,153,860
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ciuni And PanichiACCOUNTANT/AUDITOR$36,700not reported in the loaded dataset
Brown Advisory, LLCINVESTMENT ADVISOR$34,760not reported in the loaded dataset
Legacy-Wells FargoINVESTMENT ADVISOR$30,000not reported in the loaded dataset
Park Edge AdvisorsINVESTMENT ADVISOR$28,956not reported in the loaded dataset
Brinker Capital InvestmentsINVESTMENT ADVISOR$15,981not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER-$208,333$0

Related Form 5500 pages