Taft Stettinius & Hollister Llp Thrift Savings & Retirement Plan — Form 5500 plan (Taft Stettinius & Hollister 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, Taft Stettinius & Hollister Llp Thrift Savings & Retirement Plan is a benefit plan reported by Taft Stettinius & Hollister Llp under EIN 31-0541755 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,555 participants and $745,628,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Taft Stettinius & Hollister Llp
- EIN
- 31-0541755
- Plan number
- 004
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 1,555
- End-of-year plan assets
- $745,628,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,555 | H, C | 20241011100930NAL0010799283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $745,628,890
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $745,628,890
- Net assets (BOY)
- $519,286,010
Income & contributions
- Employer contributions
- $18,367,106
- Participant contributions
- $16,815,489
- Total contributions
- $43,888,128
- Total income / additions
- $135,866,091
Expenses & distributions
- Benefits paid
- $36,511,747
- Administrative expenses
- $323,746
- Total expenses
- $36,841,199
- Net increase / (decrease)
- $99,024,892
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $84,081 | $0 | 2023 |
| Merrill Lynch Pierce Fenner Smith | INVESTMENT ADVISORY | $49,813 | $0 | 2023 |
| Mariner LLC | BROKERAGE | $33,368 | not reported in the loaded dataset | 2023 |
| At Investment Advisers Inc | BROKERAGE | $29,928 | not reported in the loaded dataset | 2023 |
| Capital Mgmt Services Inc | BROKERAGE | $28,530 | not reported in the loaded dataset | 2023 |
| Woodley Farra Manion Portfolio | BROKERAGE | $17,922 | not reported in the loaded dataset | 2023 |
| Curry Webb Wealth Management | BROKERAGE | $14,565 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISORY | $12,305 | $0 | 2023 |
| Mcf Advisors LLC | BROKERAGE | $8,225 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual | BROKERAGE | $7,116 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill LLC | BROKERAGE | $7,048 | not reported in the loaded dataset | 2023 |
| Mai Capital Management LLC | BROKERAGE | $6,551 | not reported in the loaded dataset | 2023 |
| Truepoint Inc | BROKERAGE | $5,860 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $4,939 | $0 | 2023 |
| Charles Schwab & Co., Inc. | BROKERAGE | $1,373 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Taft Stettinius & Hollister Llp
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Empower Annuity Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner Smith — Schedule C compensation
- Mariner LLC — Schedule C compensation
- At Investment Advisers Inc — Schedule C compensation
- Capital Mgmt Services Inc — Schedule C compensation
- Woodley Farra Manion Portfolio — Schedule C compensation
- Curry Webb Wealth Management — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Mcf Advisors LLC — Schedule C compensation
- Northwestern Mutual — Schedule C compensation
- Segall Bryant & Hamill LLC — Schedule C compensation
- Mai Capital Management LLC — Schedule C compensation
- Truepoint Inc — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation