Cordell Law, Llp 401(K) Plan — Form 5500 plan (Cordell Law, Llp)
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, Cordell Law, Llp 401(K) Plan is a benefit plan reported by Cordell Law, Llp under EIN 26-4467572 and plan number 002. The latest loaded filing year is 2023. The filing reports 821 participants and $39,709,422 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cordell Law, Llp
- EIN
- 26-4467572
- Plan number
- 002
- Plan type
- 2
- Location
- Maryland Heights, MO
- Latest filing year
- 2023
- Participants
- 821
- End-of-year plan assets
- $39,709,422
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 821 | H, C | 20241014140822NAL0044812384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,709,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,709,422
- Net assets (BOY)
- $34,614,878
Income & contributions
- Employer contributions
- $1,353,604
- Participant contributions
- $3,698,394
- Total contributions
- $5,682,816
- Total income / additions
- $12,191,295
Expenses & distributions
- Benefits paid
- $6,979,300
- Administrative expenses
- $107,776
- Total expenses
- $7,096,751
- Net increase / (decrease)
- $5,094,544
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $64,362 | $0 | 2023 |
| Moneta Group Investment Advisors Ll | INVESTMENT ADVISOR | $29,167 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $14,092 | $0 | 2023 |
| Mma Securities | ADVISOR | $5,833 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cordell Law, Llp
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Maryland Heights, MO
- Empower Annuity Insurance Company — Schedule C compensation
- Moneta Group Investment Advisors Ll — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Mma Securities — Schedule C compensation