2023 Form 5500 filing — The All Roads Company Retirement Savings Plan & Trust
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 20240930155109NAL0005757777001) for The All Roads Company Retirement Savings Plan & Trust, reported by George R. Norris LLC under EIN 52-0556937 and plan number 001. It reports 873 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930155109NAL0005757777001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- George R. Norris LLC
- EIN
- 52-0556937
- Plan number
- 001
- Location
- Dundalk, MD
- Participants
- 873
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,867,623
- Total liabilities (EOY)
- $74,260
- Net assets (EOY)
- $31,793,363
- Employer contributions
- $360,931
- Participant contributions
- $4,197,809
- Total income / additions
- $9,803,411
- Benefits paid
- $1,944,111
- Administrative expenses
- $89,594
- Total expenses
- $2,120,314
- Net increase / (decrease)
- $7,683,097
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| William Blair & Co. | ADVISOR | $64,580 | not reported in the loaded dataset |
| Sc&H Attest Services, P.C. | ACCOUNTANT/AUDITOR | $18,614 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $6,400 | $0 |