Stagwell Global 401(K) Plan — Form 5500 plan (Stagwell Global 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, Stagwell Global 401(K) Plan is a benefit plan reported by Stagwell Global LLC under EIN 87-1877859 and plan number 333. The latest loaded filing year is 2023. The filing reports 11,039 participants and $594,676,786 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stagwell Global LLC
EIN
87-1877859
Plan number
333
Plan type
3
Location
Washington, DC
Latest filing year
2023
Participants
11,039
End-of-year plan assets
$594,676,786

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311,039H, C20250304155943NAL0004368419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$594,676,786
Total liabilities (EOY)
$0
Net assets (EOY)
$594,676,786
Net assets (BOY)
$503,373,322

Income & contributions

Employer contributions
$17,057,646
Participant contributions
$51,756,501
Total contributions
$83,850,609
Total income / additions
$160,347,910

Expenses & distributions

Benefits paid
$74,129,676
Administrative expenses
$1,945,555
Total expenses
$76,164,191
Net increase / (decrease)
$84,183,719

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$1,390,561$12,0492023
Mml Investors ServicesINVESTMENT ADVISORY$6,750$698,7632023
National Benefit ServicesCONTRACT ADMINISTRATOR$284,339$420,9732023
Mml Investors Services LLCINVESTMENT ADVISOR$0$698,7632023
Pension Assurance LlpACCOUNTANT$196,190not reported in the loaded dataset2023
The Ryding CompanyACCOUNTANT$22,500$71,2502023
Pension Assurance LlpACCOUNTANT$0$24,3702023
Eisner Advisory GroupCONTRACT ADMINISTRATOR$24,295not reported in the loaded dataset2023
Clifton Larsen Allen LlpACCOUNTANT$14,620not reported in the loaded dataset2023
Eisner Amper LlpACCOUNTANT$6,300not reported in the loaded dataset2023
Morningstar Investment ManagementIN ADV PARTICIPANTS$0$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages