2023 Form 5500 filing — Stagwell Global 401(K) 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 20250304155943NAL0004368419001) for Stagwell Global 401(K) Plan, reported by Stagwell Global LLC under EIN 87-1877859 and plan number 333. It reports 11,039 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250304155943NAL0004368419001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Stagwell Global LLC
- EIN
- 87-1877859
- Plan number
- 333
- Location
- Washington, DC
- Participants
- 11,039
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $594,676,786
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $594,676,786
- Employer contributions
- $17,057,646
- Participant contributions
- $51,756,501
- Total income / additions
- $160,347,910
- Benefits paid
- $74,129,676
- Administrative expenses
- $1,945,555
- Total expenses
- $76,164,191
- Net increase / (decrease)
- $84,183,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,390,561 | $12,049 |
| Mml Investors Services | INVESTMENT ADVISORY | $6,750 | $698,763 |
| National Benefit Services | CONTRACT ADMINISTRATOR | $284,339 | $420,973 |
| Mml Investors Services LLC | INVESTMENT ADVISOR | $0 | $698,763 |
| Pension Assurance Llp | ACCOUNTANT | $196,190 | not reported in the loaded dataset |
| The Ryding Company | ACCOUNTANT | $22,500 | $71,250 |
| Pension Assurance Llp | ACCOUNTANT | $0 | $24,370 |
| Eisner Advisory Group | CONTRACT ADMINISTRATOR | $24,295 | not reported in the loaded dataset |
| Clifton Larsen Allen Llp | ACCOUNTANT | $14,620 | not reported in the loaded dataset |
| Eisner Amper Llp | ACCOUNTANT | $6,300 | not reported in the loaded dataset |
| Morningstar Investment Management | IN ADV PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |