Roland Berger Lp 401(K) Savings Plan — Form 5500 plan (Roland Berger Lp)
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, Roland Berger Lp 401(K) Savings Plan is a benefit plan reported by Roland Berger Lp under EIN 38-3440867 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $29,805,643 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$29.8MPlan net assets, end of year$29,805,643
Participants299Covered participants reported
Assets / participant$99.7KComputed: assets ÷ participants$99,684 (computed)
Provider compensation$53.2K3 Schedule C provider row(s)$53,188
- Plan sponsor
- Roland Berger Lp
- EIN
- 38-3440867
- Plan number
- 001
- Plan type
- 2
- Location
- Detroit, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241015075009NAL0027782113001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$29.8M total assets
Net assets$29.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $29,805,643
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,805,643
- Net assets (BOY)
- $21,787,756
Income & contributions
- Employer contributions
- $2,651,422
- Participant contributions
- $2,962,544
- Total contributions
- $5,889,356
- Total income / additions
- $10,147,661
Expenses & distributions
- Benefits paid
- $2,076,586
- Administrative expenses
- $53,188
- Total expenses
- $2,129,774
- Net increase / (decrease)
- $8,017,887
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
47%53%
Employer 47%Participant 53%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $30,527 | $0 | 2023 |
| Sigma Financial Corp | ADVISOR | $19,552 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $3,109 | not reported in the loaded dataset | 2023 |