2023 Form 5500 filing — K&L Gates 401(K) Program Master Trust
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 20241010094105NAL0009866467003) for K&L Gates 401(K) Program Master Trust, reported by K&L Gates Llp under EIN 25-0921018 and plan number 100. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010094105NAL0009866467003
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- K&L Gates Llp
- EIN
- 25-0921018
- Plan number
- 100
- Location
- Pittsburgh, PA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,258,055,590
- Net assets (EOY)
- $1,258,055,590
- Total income / additions
- $217,392,827
- Administrative expenses
- $527,304
- Total expenses
- $527,304
- Net increase / (decrease)
- $216,865,523
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $232,016 | $0 |
| Fiducient Advisors | INVESTMENT ADVISOR | $111,084 | not reported in the loaded dataset |
| Cibc Atlantic Trust | INVESTMENT ADVISOR | $76,131 | not reported in the loaded dataset |
| Henry H. Armstrong | INVESTMENT ADVISOR | $52,142 | not reported in the loaded dataset |
| Schneider Downs & Co., Inc. | PLAN AUDITOR | $42,133 | not reported in the loaded dataset |
| Chevy Chase Trust Company | INVESTMENT ADVISOR | $9,549 | not reported in the loaded dataset |