2023 Form 5500 filing — Quarles & Brady Llp 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 20250714105025NAL0002441042001) for Quarles & Brady Llp Retirement Plan, reported by Quarles & Brady Llp under EIN 39-0432630 and plan number 002. It reports 1,525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714105025NAL0002441042001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quarles & Brady Llp
- EIN
- 39-0432630
- Plan number
- 002
- Location
- Milwaukee, WI
- Participants
- 1,525
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $549,866,496
- Net assets (EOY)
- $549,866,496
- Employer contributions
- $9,427,083
- Participant contributions
- $14,442,765
- Total income / additions
- $140,645,731
- Benefits paid
- $38,084,844
- Administrative expenses
- $385,254
- Total expenses
- $38,470,098
- Net increase / (decrease)
- $102,175,633
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Heck Capital Advisors | NONE | $109,999 | not reported in the loaded dataset |
| The Vanguard Group Inc | NONE | $105,920 | $0 |
| Vanguard Advisors, Inc. | NONE | $99,923 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $29,085 | not reported in the loaded dataset |
| Milliman Inc. | NONE | $19,182 | not reported in the loaded dataset |