2023 Form 5500 filing — Seyfarth Shaw Llp 401(K) Savings And Retirement 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 20241011125001NAL0036951600001) for Seyfarth Shaw Llp 401(K) Savings And Retirement Plan, reported by Seyfarth Shaw Llp under EIN 36-2152202 and plan number 004. It reports 2,968 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011125001NAL0036951600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Seyfarth Shaw Llp
- EIN
- 36-2152202
- Plan number
- 004
- Location
- Chicago, IL
- Participants
- 2,968
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $816,388,269
- Net assets (EOY)
- $816,388,269
- Employer contributions
- $23,724,130
- Participant contributions
- $27,748,571
- Total income / additions
- $172,300,080
- Benefits paid
- $39,284,847
- Administrative expenses
- $732,959
- Total expenses
- $40,039,611
- Net increase / (decrease)
- $132,260,469
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $442,209 | not reported in the loaded dataset |
| Corient Private Wealth LLC | NONE | $56,093 | not reported in the loaded dataset |
| Savant Capital LLC | NONE | $37,673 | not reported in the loaded dataset |
| Gemmer Asset Management LLC | NONE | $33,778 | not reported in the loaded dataset |
| Brinker Capital Investments Ll | NONE | $23,675 | not reported in the loaded dataset |
| Old West Investment Management | NONE | $21,987 | not reported in the loaded dataset |
| Signature Investment Advisors | NONE | $19,798 | not reported in the loaded dataset |
| Curi Rmb Capital LLC | NONE | $19,358 | not reported in the loaded dataset |
| Heinz Global Asset Mgmt Inc | NONE | $19,215 | not reported in the loaded dataset |
| Capital Mgmt Services Inc | NONE | $16,841 | not reported in the loaded dataset |
| Wealth Enhancement Advisory Se | NONE | $15,474 | not reported in the loaded dataset |
| Gerber Kawasaki Wealth & | NONE | $15,060 | not reported in the loaded dataset |
| Raymond James & Associates Inc | NONE | $14,540 | not reported in the loaded dataset |
| Bleakley Financial Group LLC | NONE | $13,630 | not reported in the loaded dataset |
| Morningstar Investment Service | NONE | $13,185 | not reported in the loaded dataset |
| Morningstar Investment Service | NONE | $12,201 | not reported in the loaded dataset |
| Boston Hill Advisors LLC | NONE | $9,111 | not reported in the loaded dataset |
| Mariner LLC | NONE | $9,031 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $7,698 | $0 |
| Wells Fargo Advisors | NONE | $6,950 | not reported in the loaded dataset |
| 7summit Advisors LLC | NONE | $6,930 | not reported in the loaded dataset |
| Flexible Plan Investments Ltd | NONE | $6,119 | not reported in the loaded dataset |
| Ingalls & Snyder LLC | NONE | $5,647 | not reported in the loaded dataset |