Hdr, Inc. Best Plan And Esop — Form 5500 plan (Hdr, 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, Hdr, Inc. Best Plan And Esop is a benefit plan reported by Hdr, Inc. under EIN 47-0663756 and plan number 007. The latest loaded filing year is 2023. The filing reports 14,538 participants and $6,272,854,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hdr, Inc.
- EIN
- 47-0663756
- Plan number
- 007
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 14,538
- End-of-year plan assets
- $6,272,854,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,538 | H, C | 20240710115849NAL0014849569002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,272,854,301
- Net assets (EOY)
- $6,272,854,301
- Net assets (BOY)
- $4,974,213,701
Income & contributions
- Employer contributions
- $24,416,178
- Participant contributions
- $149,597,472
- Total contributions
- $371,032,615
- Total income / additions
- $1,707,185,581
Expenses & distributions
- Benefits paid
- $406,403,992
- Administrative expenses
- $1,416,709
- Total expenses
- $408,544,981
- Net increase / (decrease)
- $1,298,640,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $780,634 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | NONE | $215,469 | not reported in the loaded dataset | 2023 |
| Argent Trust Company | NONE | $185,499 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco LLC | NONE | $80,000 | not reported in the loaded dataset | 2023 |
| Kutak Rock Llp | NONE | $44,572 | not reported in the loaded dataset | 2023 |
| Ernst & Young Us Llp | NONE | $33,961 | not reported in the loaded dataset | 2023 |
| Kwmg LLC | NONE | $13,941 | not reported in the loaded dataset | 2023 |
| Avantax Planning Partners Inc | NONE | $7,946 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $6,989 | not reported in the loaded dataset | 2023 |
| Mcadam LLC | NONE | $5,712 | not reported in the loaded dataset | 2023 |
| Steelpeak Wealth LLC | NONE | $5,191 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $3,493 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hdr, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Argent Trust Company — Schedule C compensation
- Creative Planning Holdco LLC — Schedule C compensation
- Kutak Rock Llp — Schedule C compensation
- Ernst & Young Us Llp — Schedule C compensation
- Kwmg LLC — Schedule C compensation
- Avantax Planning Partners Inc — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Mcadam LLC — Schedule C compensation
- Steelpeak Wealth LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation