Nelson Mullins Retirement Plan — Form 5500 plan (Nelson Mullins Riley & Scarborough 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, Nelson Mullins Retirement Plan is a benefit plan reported by Nelson Mullins Riley & Scarborough Llp under EIN 57-0215445 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,381 participants and $617,393,440 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nelson Mullins Riley & Scarborough Llp
- EIN
- 57-0215445
- Plan number
- 002
- Plan type
- 2
- Location
- Columbia, SC
- Latest filing year
- 2023
- Participants
- 2,381
- End-of-year plan assets
- $617,393,440
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,381 | H, C | 20240924133102NAL0013044049002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $617,393,440
- Net assets (EOY)
- $617,393,440
- Net assets (BOY)
- $526,271,879
Income & contributions
- Employer contributions
- $17,021,750
- Participant contributions
- $20,364,487
- Total contributions
- $44,455,925
- Total income / additions
- $129,226,017
Expenses & distributions
- Benefits paid
- $37,255,251
- Administrative expenses
- $848,213
- Total expenses
- $38,104,456
- Net increase / (decrease)
- $91,121,561
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $189,627 | not reported in the loaded dataset | 2023 |
| Abacus Planning Group Inc | NONE | $185,167 | not reported in the loaded dataset | 2023 |
| Ccm Investment Advisers LLC | NONE | $83,055 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Srvcs Inc | NONE | $80,502 | not reported in the loaded dataset | 2023 |
| Lmcg Investments LLC | NONE | $53,564 | not reported in the loaded dataset | 2023 |
| V M Manning & Co Inc | NONE | $52,326 | not reported in the loaded dataset | 2023 |
| Balentine LLC | NONE | $45,032 | not reported in the loaded dataset | 2023 |
| Buckhead Capital Management Ll | NONE | $35,002 | not reported in the loaded dataset | 2023 |
| Commonwealth Equity Services I | NONE | $22,290 | not reported in the loaded dataset | 2023 |
| Patton Albertson Miller Group | NONE | $21,189 | not reported in the loaded dataset | 2023 |
| Calvary Wealth LLC | NONE | $16,735 | not reported in the loaded dataset | 2023 |
| Prospective Value Partners LLC | NONE | $15,233 | not reported in the loaded dataset | 2023 |
| Mclean Asset Management Corp | NONE | $12,120 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $10,606 | $0 | 2023 |
| Hb Wealth Management LLC | NONE | $5,835 | not reported in the loaded dataset | 2023 |
| Cubic Pye Capital Mgmt Inc | NONE | $5,310 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nelson Mullins Riley & Scarborough Llp
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Columbia, SC
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Abacus Planning Group Inc — Schedule C compensation
- Ccm Investment Advisers LLC — Schedule C compensation
- Towers Watson Investment Srvcs Inc — Schedule C compensation
- Lmcg Investments LLC — Schedule C compensation
- V M Manning & Co Inc — Schedule C compensation
- Balentine LLC — Schedule C compensation
- Buckhead Capital Management Ll — Schedule C compensation
- Commonwealth Equity Services I — Schedule C compensation
- Patton Albertson Miller Group — Schedule C compensation
- Calvary Wealth LLC — Schedule C compensation
- Prospective Value Partners LLC — Schedule C compensation
- Mclean Asset Management Corp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Hb Wealth Management LLC — Schedule C compensation
- Cubic Pye Capital Mgmt Inc — Schedule C compensation