Katten Muchin Rosenman Llp Defined Contribution Plan — Form 5500 plan (Katten Muchin Rosenman 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, Katten Muchin Rosenman Llp Defined Contribution Plan is a benefit plan reported by Katten Muchin Rosenman Llp under EIN 36-2796532 and plan number 007. The latest loaded filing year is 2023. The filing reports 1,977 participants and $699,287,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Katten Muchin Rosenman Llp
- EIN
- 36-2796532
- Plan number
- 007
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 1,977
- End-of-year plan assets
- $699,287,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,977 | H, C | 20241015211905NAL0030941233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $699,287,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $699,287,822
- Net assets (BOY)
- $584,324,591
Income & contributions
- Employer contributions
- $16,471,877
- Participant contributions
- $20,453,693
- Total contributions
- $40,651,040
- Total income / additions
- $148,834,000
Expenses & distributions
- Benefits paid
- $33,616,106
- Administrative expenses
- $254,663
- Total expenses
- $33,870,769
- Net increase / (decrease)
- $114,963,231
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $128,996 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $90,168 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | NONE | $35,500 | not reported in the loaded dataset | 2023 |
| Cerity Partners LLC | NONE | $0 | $24,164 | 2023 |
| Wealthspire Advisors LLC | NONE | $0 | $19,784 | 2023 |
| Signature Estate And Investment | NONE | $0 | $17,551 | 2023 |
| Mesirow Financial Invst. Mgmt. Inc. | NONE | $0 | $12,783 | 2023 |
| Corient Private Wealth LLC | NONE | $0 | $8,560 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Katten Muchin Rosenman Llp
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Cerity Partners LLC — Schedule C compensation
- Wealthspire Advisors LLC — Schedule C compensation
- Signature Estate And Investment — Schedule C compensation
- Mesirow Financial Invst. Mgmt. Inc. — Schedule C compensation
- Corient Private Wealth LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation