2023 Form 5500 filing — Schroder Us Holdings Inc. And Subsidiaries Retirement 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 20241009094721NAL0018117265001) for Schroder Us Holdings Inc. And Subsidiaries Retirement Plan, reported by Schroder Us Holdings Inc. under EIN 13-2621402 and plan number 004. It reports 521 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009094721NAL0018117265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schroder Us Holdings Inc.
- EIN
- 13-2621402
- Plan number
- 004
- Location
- New York, NY
- Participants
- 521
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $194,675,453
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $194,675,453
- Employer contributions
- $9,425,233
- Participant contributions
- $4,996,443
- Total income / additions
- $42,549,540
- Benefits paid
- $12,370,662
- Administrative expenses
- $257,244
- Total expenses
- $12,628,593
- Net increase / (decrease)
- $29,920,947
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ropes & Gray Llp | NONE | $164,154 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $87,715 | $0 |
| Morgan Stanley Dmstic Hldgs Inc | NONE | $5,000 | not reported in the loaded dataset |