2023 Form 5500 filing — Roland Berger Lp 401(K) 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 20241015075009NAL0027782113001) for Roland Berger Lp 401(K) Savings Plan, reported by Roland Berger Lp under EIN 38-3440867 and plan number 001. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$29.8MReported net assets$29,805,643
Participants299
Provider compensation$53.2K3 Schedule C row(s)$53,188
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015075009NAL0027782113001
- Plan sponsor
- Roland Berger Lp
- EIN
- 38-3440867
- Plan number
- 001
- Location
- Detroit, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$29.8M total assets
Net assets$29.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $29,805,643
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,805,643
- Employer contributions
- $2,651,422
- Participant contributions
- $2,962,544
- Total income / additions
- $10,147,661
- Benefits paid
- $2,076,586
- Administrative expenses
- $53,188
- Total expenses
- $2,129,774
- Net increase / (decrease)
- $8,017,887
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $30,527 | $0 |
| Sigma Financial Corp | ADVISOR | $19,552 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $3,109 | not reported in the loaded dataset |