2023 Form 5500 filing — Broadridge Financial Solutions, Inc. 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 20241009090438NAL0009055763001) for Broadridge Financial Solutions, Inc. Retirement Savings Plan, reported by Broadridge Financial Solutions, Inc. under EIN 33-1151291 and plan number 001. It reports 8,902 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009090438NAL0009055763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Broadridge Financial Solutions, Inc.
- EIN
- 33-1151291
- Plan number
- 001
- Location
- Newark, NJ
- Participants
- 8,902
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,714,986,226
- Total liabilities (EOY)
- $263,841
- Net assets (EOY)
- $1,714,722,385
- Employer contributions
- $47,929,406
- Participant contributions
- $74,755,754
- Total income / additions
- $409,327,879
- Benefits paid
- $134,332,273
- Administrative expenses
- $113,490
- Total expenses
- $134,471,908
- Net increase / (decrease)
- $274,855,971
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $373,801 | $0 |
| Cohnreznick Llp | ACCOUNTANT/AUDITOR | $37,275 | not reported in the loaded dataset |
| Morgan Lewis & Bockius Llp | ATTORNEY/LEGAL | $12,914 | not reported in the loaded dataset |