2023 Form 5500 filing — Brevan Howard 401k 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 20241127151936NAL0006765969001) for Brevan Howard 401k Plan, reported by Brevan Howard Inc. under EIN 11-3733651 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241127151936NAL0006765969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brevan Howard Inc.
- EIN
- 11-3733651
- Plan number
- 001
- Location
- New York, NY
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,550,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,550,935
- Employer contributions
- $3,919,150
- Participant contributions
- $4,665,497
- Total income / additions
- $17,126,488
- Benefits paid
- $1,087,753
- Administrative expenses
- $57,106
- Total expenses
- $1,160,852
- Net increase / (decrease)
- $15,965,636
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mayflower Financial Advisors LLC | ADVISOR | $31,026 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $17,877 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $5,089 | not reported in the loaded dataset |