Lewis Roca Rothgerber Christie Llp Retirement Plan A — Form 5500 plan (Lewis Roca Rothgerber Christie 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, Lewis Roca Rothgerber Christie Llp Retirement Plan A is a benefit plan reported by Lewis Roca Rothgerber Christie Llp under EIN 86-0095078 and plan number 002. The latest loaded filing year is 2023. The filing reports 768 participants and $258,153,405 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lewis Roca Rothgerber Christie Llp
- EIN
- 86-0095078
- Plan number
- 002
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 768
- End-of-year plan assets
- $258,153,405
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 768 | H, C | 20240923134402NAL0021150194001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $258,153,405
- Net assets (EOY)
- $258,153,405
- Net assets (BOY)
- $320,054,221
Income & contributions
- Employer contributions
- $8,865,382
- Participant contributions
- $4,848,169
- Total contributions
- $15,221,617
- Total income / additions
- $57,688,839
Expenses & distributions
- Benefits paid
- $29,858,031
- Administrative expenses
- $149,545
- Total expenses
- $30,007,576
- Net increase / (decrease)
- $27,681,263
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aj Wealth Strategies LLC | NONE | $30,491 | not reported in the loaded dataset | 2023 |
| Vanguard Group Inc | NONE | $27,228 | not reported in the loaded dataset | 2023 |
| Dorsett, Christopher Robert | NONE | $24,305 | not reported in the loaded dataset | 2023 |
| Beacon Pointe Advisors LLC | NONE | $23,556 | not reported in the loaded dataset | 2023 |
| Sage Advisory Group | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Seamount Financial Group Inc. | NONE | $11,107 | not reported in the loaded dataset | 2023 |
| Private Capital Management LLC | NONE | $10,510 | not reported in the loaded dataset | 2023 |
| Vanguard Advisors Inc | NONE | $8,009 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,307 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lewis Roca Rothgerber Christie Llp
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Aj Wealth Strategies LLC — Schedule C compensation
- Vanguard Group Inc — Schedule C compensation
- Dorsett, Christopher Robert — Schedule C compensation
- Beacon Pointe Advisors LLC — Schedule C compensation
- Sage Advisory Group — Schedule C compensation
- Seamount Financial Group Inc. — Schedule C compensation
- Private Capital Management LLC — Schedule C compensation
- Vanguard Advisors Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation