Asm Global Retirement & Savings Plan — Form 5500 plan (Asm Global)

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, Asm Global Retirement & Savings Plan is a benefit plan reported by Asm Global under EIN 23-2511871 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,609 participants and $297,482,708 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Asm Global
EIN
23-2511871
Plan number
001
Plan type
2
Location
West Conshohocken, PA
Latest filing year
2023
Participants
10,609
End-of-year plan assets
$297,482,708

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,609H, C20241007153549NAL0027858688001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$297,482,708
Total liabilities (EOY)
$0
Net assets (EOY)
$297,482,708
Net assets (BOY)
$243,159,494

Income & contributions

Employer contributions
$7,095,227
Participant contributions
$20,686,677
Total contributions
$29,952,603
Total income / additions
$78,438,992

Expenses & distributions

Benefits paid
$23,803,467
Administrative expenses
$218,594
Total expenses
$24,115,778
Net increase / (decrease)
$54,323,214

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pricewaterhousecoopers LlpACCOUNTANT/AUDITOR$74,800not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$52,025not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$50,947$02023
Global Retirement Partners, LLCCONSULTANT$39,000not reported in the loaded dataset2023

Related Form 5500 pages