Environmental Systems Research Institute, Inc. 401(K) Investment And Profit Sharing Plan — Form 5500 plan (Environmental Systems Research Institute, 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, Environmental Systems Research Institute, Inc. 401(K) Investment And Profit Sharing Plan is a benefit plan reported by Environmental Systems Research Institute, Inc. under EIN 95-2775732 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,005 participants and $1,860,508,622 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Environmental Systems Research Institute, Inc.
- EIN
- 95-2775732
- Plan number
- 001
- Plan type
- 2
- Location
- Redlands, CA
- Latest filing year
- 2023
- Participants
- 6,005
- End-of-year plan assets
- $1,860,508,622
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,005 | H, C | 20240926082419NAL0000239171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,860,508,622
- Total liabilities (EOY)
- $36,076
- Net assets (EOY)
- $1,860,472,546
- Net assets (BOY)
- $1,521,516,803
Income & contributions
- Employer contributions
- $44,305,352
- Participant contributions
- $64,102,469
- Total contributions
- $113,958,804
- Total income / additions
- $408,035,577
Expenses & distributions
- Benefits paid
- $68,076,517
- Administrative expenses
- $988,342
- Total expenses
- $69,079,834
- Net increase / (decrease)
- $338,955,743
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $276,918 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $237,156 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | CONSULTANT | $147,460 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $33,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Environmental Systems Research Institute, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Redlands, CA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Moss Adams Llp — Schedule C compensation