Stradley, Ronon, Stevens & Young, Llp Retirement Plan I — Form 5500 plan (Stradley, Ronon, Stevens & Young, 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, Stradley, Ronon, Stevens & Young, Llp Retirement Plan I is a benefit plan reported by Stradley, Ronon, Stevens & Young, Llp under EIN 23-1130381 and plan number 001. The latest loaded filing year is 2023. The filing reports 389 participants and $176,189,144 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stradley, Ronon, Stevens & Young, Llp
- EIN
- 23-1130381
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 389
- End-of-year plan assets
- $176,189,144
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 389 | H, C | 20240920122540NAL0004434643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $176,189,144
- Net assets (EOY)
- $176,189,144
- Net assets (BOY)
- $149,833,439
Income & contributions
- Employer contributions
- $2,840,893
- Participant contributions
- $3,295,013
- Total contributions
- $7,773,421
- Total income / additions
- $34,426,391
Expenses & distributions
- Benefits paid
- $8,473,711
- Administrative expenses
- $190,000
- Total expenses
- $8,663,711
- Net increase / (decrease)
- $25,762,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Haverford Trust Company | NONE | $42,965 | not reported in the loaded dataset | 2023 |
| Abacus Planning Group Inc | NONE | $29,618 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $22,609 | not reported in the loaded dataset | 2023 |
| Charles Schwab Investment Mgt. Inc. | NONE | $16,959 | not reported in the loaded dataset | 2023 |
| Wilmington Savings Fund | NONE | $15,438 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $15,250 | not reported in the loaded dataset | 2023 |
| J L Kreischer Pc Et Al Ptrs | NONE | $9,424 | not reported in the loaded dataset | 2023 |
| Financial Architects Inc | NONE | $9,110 | not reported in the loaded dataset | 2023 |
| Gw&K Investment Management LLC | NONE | $8,545 | not reported in the loaded dataset | 2023 |
| At Investment Advisers Inc | NONE | $7,647 | not reported in the loaded dataset | 2023 |
| Mercer Global Advisors Inc | NONE | $7,460 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $3,524 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stradley, Ronon, Stevens & Young, Llp
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- The Haverford Trust Company — Schedule C compensation
- Abacus Planning Group Inc — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab Investment Mgt. Inc. — Schedule C compensation
- Wilmington Savings Fund — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- J L Kreischer Pc Et Al Ptrs — Schedule C compensation
- Financial Architects Inc — Schedule C compensation
- Gw&K Investment Management LLC — Schedule C compensation
- At Investment Advisers Inc — Schedule C compensation
- Mercer Global Advisors Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation