Schroder Us Holdings Inc. And Subsidiaries Retirement Plan — Form 5500 plan (Schroder Us Holdings 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, Schroder Us Holdings Inc. And Subsidiaries Retirement Plan is a benefit plan reported by Schroder Us Holdings Inc. under EIN 13-2621402 and plan number 004. The latest loaded filing year is 2023. The filing reports 521 participants and $194,675,453 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schroder Us Holdings Inc.
- EIN
- 13-2621402
- Plan number
- 004
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 521
- End-of-year plan assets
- $194,675,453
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 521 | H, C | 20241009094721NAL0018117265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $194,675,453
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $194,675,453
- Net assets (BOY)
- $164,754,506
Income & contributions
- Employer contributions
- $9,425,233
- Participant contributions
- $4,996,443
- Total contributions
- $15,937,753
- Total income / additions
- $42,549,540
Expenses & distributions
- Benefits paid
- $12,370,662
- Administrative expenses
- $257,244
- Total expenses
- $12,628,593
- Net increase / (decrease)
- $29,920,947
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ropes & Gray Llp | NONE | $164,154 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $87,715 | $0 | 2023 |
| Morgan Stanley Dmstic Hldgs Inc | NONE | $5,000 | not reported in the loaded dataset | 2023 |