2023 Form 5500 filing — Locke Lord Llp 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 20241015170525NAL0015140419002) for Locke Lord Llp Retirement Savings Plan, reported by Locke Lord Llp under EIN 74-1164324 and plan number 001. It reports 1,909 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170525NAL0015140419002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Locke Lord Llp
- EIN
- 74-1164324
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 1,909
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $868,426,539
- Net assets (EOY)
- $868,426,539
- Employer contributions
- $11,992,401
- Participant contributions
- $13,837,511
- Total income / additions
- $159,718,086
- Benefits paid
- $48,837,595
- Administrative expenses
- $259,276
- Total expenses
- $49,096,881
- Net increase / (decrease)
- $110,621,205
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $82,030 | not reported in the loaded dataset |
| Ballentine Partners LLC | NONE | $42,360 | not reported in the loaded dataset |
| Corient | NONE | $22,180 | not reported in the loaded dataset |
| Linscomb & Williams Inc | NONE | $18,681 | not reported in the loaded dataset |
| Linscomb & Williams Inc | NONE | $17,806 | not reported in the loaded dataset |
| Ascension Capital Advisors Inc | NONE | $17,624 | not reported in the loaded dataset |
| Benjamin A Brown | NONE | $16,001 | not reported in the loaded dataset |
| Luther King Capital Management | NONE | $15,850 | not reported in the loaded dataset |
| Fisher Investments | NONE | $11,128 | not reported in the loaded dataset |
| Mariner LLC | NONE | $9,435 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | NONE | $2,938 | $0 |