Brevan Howard 401k Plan — Form 5500 plan (Brevan Howard Inc.)
Plain-English plan 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, Brevan Howard 401k Plan is a benefit plan reported by Brevan Howard Inc. under EIN 11-3733651 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $30,550,935 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brevan Howard Inc.
- EIN
- 11-3733651
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $30,550,935
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20241127151936NAL0006765969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,550,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,550,935
- Net assets (BOY)
- $14,585,299
Income & contributions
- Employer contributions
- $3,919,150
- Participant contributions
- $4,665,497
- Total contributions
- $13,242,944
- Total income / additions
- $17,126,488
Expenses & distributions
- Benefits paid
- $1,087,753
- Administrative expenses
- $57,106
- Total expenses
- $1,160,852
- Net increase / (decrease)
- $15,965,636
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mayflower Financial Advisors LLC | ADVISOR | $31,026 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $17,877 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,089 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brevan Howard Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Mayflower Financial Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation