Locke Lord Llp Retirement Savings Plan — Form 5500 plan (Locke Lord 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, Locke Lord Llp Retirement Savings Plan is a benefit plan reported by Locke Lord Llp under EIN 74-1164324 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,909 participants and $868,426,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Locke Lord Llp
- EIN
- 74-1164324
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 1,909
- End-of-year plan assets
- $868,426,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,909 | H, C | 20241015170525NAL0015140419002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $868,426,539
- Net assets (EOY)
- $868,426,539
- Net assets (BOY)
- $757,805,334
Income & contributions
- Employer contributions
- $11,992,401
- Participant contributions
- $13,837,511
- Total contributions
- $29,177,399
- Total income / additions
- $159,718,086
Expenses & distributions
- Benefits paid
- $48,837,595
- Administrative expenses
- $259,276
- Total expenses
- $49,096,881
- Net increase / (decrease)
- $110,621,205
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $82,030 | not reported in the loaded dataset | 2023 |
| Ballentine Partners LLC | NONE | $42,360 | not reported in the loaded dataset | 2023 |
| Corient | NONE | $22,180 | not reported in the loaded dataset | 2023 |
| Linscomb & Williams Inc | NONE | $18,681 | not reported in the loaded dataset | 2023 |
| Linscomb & Williams Inc | NONE | $17,806 | not reported in the loaded dataset | 2023 |
| Ascension Capital Advisors Inc | NONE | $17,624 | not reported in the loaded dataset | 2023 |
| Benjamin A Brown | NONE | $16,001 | not reported in the loaded dataset | 2023 |
| Luther King Capital Management | NONE | $15,850 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $11,128 | not reported in the loaded dataset | 2023 |
| Mariner LLC | NONE | $9,435 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | NONE | $2,938 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Locke Lord Llp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Ballentine Partners LLC — Schedule C compensation
- Corient — Schedule C compensation
- Linscomb & Williams Inc — Schedule C compensation
- Ascension Capital Advisors Inc — Schedule C compensation
- Benjamin A Brown — Schedule C compensation
- Luther King Capital Management — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Mariner LLC — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation