2023 Form 5500 filing — Stradley, Ronon, Stevens & Young, Llp Retirement Plan I
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 20240920122540NAL0004434643001) for Stradley, Ronon, Stevens & Young, Llp Retirement Plan I, reported by Stradley, Ronon, Stevens & Young, Llp under EIN 23-1130381 and plan number 001. It reports 389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920122540NAL0004434643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stradley, Ronon, Stevens & Young, Llp
- EIN
- 23-1130381
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 389
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $176,189,144
- Net assets (EOY)
- $176,189,144
- Employer contributions
- $2,840,893
- Participant contributions
- $3,295,013
- Total income / additions
- $34,426,391
- Benefits paid
- $8,473,711
- Administrative expenses
- $190,000
- Total expenses
- $8,663,711
- Net increase / (decrease)
- $25,762,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Haverford Trust Company | NONE | $42,965 | not reported in the loaded dataset |
| Abacus Planning Group Inc | NONE | $29,618 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $22,609 | not reported in the loaded dataset |
| Charles Schwab Investment Mgt. Inc. | NONE | $16,959 | not reported in the loaded dataset |
| Wilmington Savings Fund | NONE | $15,438 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $15,250 | not reported in the loaded dataset |
| J L Kreischer Pc Et Al Ptrs | NONE | $9,424 | not reported in the loaded dataset |
| Financial Architects Inc | NONE | $9,110 | not reported in the loaded dataset |
| Gw&K Investment Management LLC | NONE | $8,545 | not reported in the loaded dataset |
| At Investment Advisers Inc | NONE | $7,647 | not reported in the loaded dataset |
| Mercer Global Advisors Inc | NONE | $7,460 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $3,524 | $0 |