Brown Rudnick Llp 401k Profit Sharing Plan A — Form 5500 plan (Brown Rudnick Llp)

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, Brown Rudnick Llp 401k Profit Sharing Plan A is a benefit plan reported by Brown Rudnick Llp under EIN 04-3108175 and plan number 003. The latest loaded filing year is 2023. The filing reports 460 participants and $128,089,436 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brown Rudnick Llp
EIN
04-3108175
Plan number
003
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
460
End-of-year plan assets
$128,089,436

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023460H, C20241014144351NAL0027593969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$128,089,436
Net assets (EOY)
$128,089,436
Net assets (BOY)
$109,932,569

Income & contributions

Employer contributions
$762,700
Participant contributions
$3,249,298
Total contributions
$4,444,709
Total income / additions
$22,199,054

Expenses & distributions

Benefits paid
$3,860,315
Administrative expenses
$177,968
Total expenses
$4,042,187
Net increase / (decrease)
$18,156,867

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services IncNONE$43,238not reported in the loaded dataset2023
Caron & Bletzer PllcNONE$38,955not reported in the loaded dataset2023
Dimeo Schneider & Associates LLCNONE$33,738not reported in the loaded dataset2023
Parker Brown Macaulay And SheeNONE$22,060not reported in the loaded dataset2023
Bleakley Financial Group LLCNONE$19,935not reported in the loaded dataset2023
Creative Planning LLCNONE$7,769not reported in the loaded dataset2023
Cambridge Investment ResearchNONE$6,554not reported in the loaded dataset2023
First State Trust CompanyNONE$6,500not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$954$02023

Related Form 5500 pages