Broadridge Financial Solutions, Inc. Retirement Savings Plan — Form 5500 plan (Broadridge Financial Solutions, 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, Broadridge Financial Solutions, Inc. Retirement Savings Plan is a benefit plan reported by Broadridge Financial Solutions, Inc. under EIN 33-1151291 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,902 participants and $1,714,986,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Broadridge Financial Solutions, Inc.
- EIN
- 33-1151291
- Plan number
- 001
- Plan type
- 2
- Location
- Newark, NJ
- Latest filing year
- 2023
- Participants
- 8,902
- End-of-year plan assets
- $1,714,986,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,902 | H, C | 20241009090438NAL0009055763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,714,986,226
- Total liabilities (EOY)
- $263,841
- Net assets (EOY)
- $1,714,722,385
- Net assets (BOY)
- $1,439,866,414
Income & contributions
- Employer contributions
- $47,929,406
- Participant contributions
- $74,755,754
- Total contributions
- $132,063,041
- Total income / additions
- $409,327,879
Expenses & distributions
- Benefits paid
- $134,332,273
- Administrative expenses
- $113,490
- Total expenses
- $134,471,908
- Net increase / (decrease)
- $274,855,971
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $373,801 | $0 | 2023 |
| Cohnreznick Llp | ACCOUNTANT/AUDITOR | $37,275 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius Llp | ATTORNEY/LEGAL | $12,914 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Broadridge Financial Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Newark, NJ
- Fidelity Investments Institutional — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation
- Morgan Lewis & Bockius Llp — Schedule C compensation