Squire Patton Boggs Retirement Savings Plan — Form 5500 plan (Squire Patton Boggs (Us) 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, Squire Patton Boggs Retirement Savings Plan is a benefit plan reported by Squire Patton Boggs (Us) Llp under EIN 34-0648199 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,866 participants and $813,515,651 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Squire Patton Boggs (Us) Llp
- EIN
- 34-0648199
- Plan number
- 005
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 1,866
- End-of-year plan assets
- $813,515,651
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,866 | H, C | 20240909090936NAL0005303953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $813,515,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $813,515,651
- Net assets (BOY)
- $729,361,791
Income & contributions
- Employer contributions
- $817,417
- Participant contributions
- $15,110,068
- Total contributions
- $17,229,947
- Total income / additions
- $138,629,038
Expenses & distributions
- Benefits paid
- $54,440,310
- Administrative expenses
- -$15,380
- Total expenses
- $54,475,178
- Net increase / (decrease)
- $84,153,860
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ciuni And Panichi | ACCOUNTANT/AUDITOR | $36,700 | not reported in the loaded dataset | 2023 |
| Brown Advisory, LLC | INVESTMENT ADVISOR | $34,760 | not reported in the loaded dataset | 2023 |
| Legacy-Wells Fargo | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Park Edge Advisors | INVESTMENT ADVISOR | $28,956 | not reported in the loaded dataset | 2023 |
| Brinker Capital Investments | INVESTMENT ADVISOR | $15,981 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$208,333 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Squire Patton Boggs (Us) Llp
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Ciuni And Panichi — Schedule C compensation
- Brown Advisory, LLC — Schedule C compensation
- Legacy-Wells Fargo — Schedule C compensation
- Park Edge Advisors — Schedule C compensation
- Brinker Capital Investments — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation