Clarios Retirement Savings And Investment Plan — Form 5500 plan (Clarios, LLC)
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, Clarios Retirement Savings And Investment Plan is a benefit plan reported by Clarios, LLC under EIN 39-1684871 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,557 participants and $277,588,191 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clarios, LLC
- EIN
- 39-1684871
- Plan number
- 001
- Plan type
- 2
- Location
- Glendale, WI
- Latest filing year
- 2023
- Participants
- 5,557
- End-of-year plan assets
- $277,588,191
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,557 | H, C | 20240918181403NAL0001864227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $277,588,191
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $277,588,191
- Net assets (BOY)
- $230,791,389
Income & contributions
- Employer contributions
- $17,614,586
- Participant contributions
- $20,884,606
- Total contributions
- $40,022,493
- Total income / additions
- $77,134,433
Expenses & distributions
- Benefits paid
- $29,715,707
- Administrative expenses
- $585,605
- Total expenses
- $30,337,631
- Net increase / (decrease)
- $46,796,802
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $302,530 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $163,624 | not reported in the loaded dataset | 2023 |
| Aon Hewitt Investment | CONSULTANT | $75,374 | not reported in the loaded dataset | 2023 |
| Wipfli | ACCOUNTANT/AUDITOR | $31,000 | not reported in the loaded dataset | 2023 |
| Foley & Lardner Llp | ATTORNEY/LEGAL | $13,077 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clarios, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Glendale, WI
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Aon Hewitt Investment — Schedule C compensation
- Wipfli — Schedule C compensation
- Foley & Lardner Llp — Schedule C compensation