2023 Form 5500 filing — Perkins&Will, Inc. Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924135148NAL0017624176001) for Perkins&Will, Inc. Retirement Savings Plan, reported by Perkins&Will, Inc. under EIN 36-2690384 and plan number 001. It reports 3,018 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924135148NAL0017624176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Perkins&Will, Inc.
- EIN
- 36-2690384
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 3,018
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $365,911,800
- Net assets (EOY)
- $365,911,800
- Employer contributions
- $6,279,688
- Participant contributions
- $21,126,278
- Total income / additions
- $89,700,685
- Benefits paid
- $23,147,671
- Administrative expenses
- $288,550
- Total expenses
- $23,451,200
- Net increase / (decrease)
- $66,249,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $218,059 | not reported in the loaded dataset |
| Fisher Investments | NONE | $30,951 | not reported in the loaded dataset |
| Dynamic Wealth Advisors | NONE | $12,282 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $11,471 | not reported in the loaded dataset |
| Private Ocean | NONE | $10,983 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,436 | $0 |