Robbins Geller Rudman & Dowd Llp 401(K) Profit Sharing Plan — Form 5500 plan (Robbins Geller Rudman & Dowd 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, Robbins Geller Rudman & Dowd Llp 401(K) Profit Sharing Plan is a benefit plan reported by Robbins Geller Rudman & Dowd Llp under EIN 20-0859125 and plan number 001. The latest loaded filing year is 2023. The filing reports 573 participants and $203,951,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robbins Geller Rudman & Dowd Llp
- EIN
- 20-0859125
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 573
- End-of-year plan assets
- $203,951,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 573 | H, C | 20241015161455NAL0015057859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $203,951,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $203,951,619
- Net assets (BOY)
- $173,359,316
Income & contributions
- Employer contributions
- $2,785,216
- Participant contributions
- $5,355,889
- Total contributions
- $8,316,333
- Total income / additions
- $41,032,273
Expenses & distributions
- Benefits paid
- $10,295,898
- Administrative expenses
- $144,072
- Total expenses
- $10,439,970
- Net increase / (decrease)
- $30,592,303
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Partners, LLC | NONE | $104,395 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $15,701 | $0 | 2023 |
| Merrill Lynch | NONE | $11,449 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $8,217 | not reported in the loaded dataset | 2023 |
| Faegre Drinker Biddle & Reath Llp | NONE | $1,809 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Robbins Geller Rudman & Dowd Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Pension Partners, LLC — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Faegre Drinker Biddle & Reath Llp — Schedule C compensation