Seyfarth Shaw Llp 401(K) Savings And Retirement Plan — Form 5500 plan (Seyfarth Shaw 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, Seyfarth Shaw Llp 401(K) Savings And Retirement Plan is a benefit plan reported by Seyfarth Shaw Llp under EIN 36-2152202 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,968 participants and $816,388,269 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Seyfarth Shaw Llp
EIN
36-2152202
Plan number
004
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
2,968
End-of-year plan assets
$816,388,269

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,968H, C20241011125001NAL0036951600001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$816,388,269
Net assets (EOY)
$816,388,269
Net assets (BOY)
$684,127,800

Income & contributions

Employer contributions
$23,724,130
Participant contributions
$27,748,571
Total contributions
$59,340,812
Total income / additions
$172,300,080

Expenses & distributions

Benefits paid
$39,284,847
Administrative expenses
$732,959
Total expenses
$40,039,611
Net increase / (decrease)
$132,260,469

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services IncNONE$442,209not reported in the loaded dataset2023
Corient Private Wealth LLCNONE$56,093not reported in the loaded dataset2023
Savant Capital LLCNONE$37,673not reported in the loaded dataset2023
Gemmer Asset Management LLCNONE$33,778not reported in the loaded dataset2023
Brinker Capital Investments LlNONE$23,675not reported in the loaded dataset2023
Old West Investment ManagementNONE$21,987not reported in the loaded dataset2023
Signature Investment AdvisorsNONE$19,798not reported in the loaded dataset2023
Curi Rmb Capital LLCNONE$19,358not reported in the loaded dataset2023
Heinz Global Asset Mgmt IncNONE$19,215not reported in the loaded dataset2023
Capital Mgmt Services IncNONE$16,841not reported in the loaded dataset2023
Wealth Enhancement Advisory SeNONE$15,474not reported in the loaded dataset2023
Gerber Kawasaki Wealth &NONE$15,060not reported in the loaded dataset2023
Raymond James & Associates IncNONE$14,540not reported in the loaded dataset2023
Bleakley Financial Group LLCNONE$13,630not reported in the loaded dataset2023
Morningstar Investment ServiceNONE$13,185not reported in the loaded dataset2023
Morningstar Investment ServiceNONE$12,201not reported in the loaded dataset2023
Boston Hill Advisors LLCNONE$9,111not reported in the loaded dataset2023
Mariner LLCNONE$9,031not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$7,698$02023
Wells Fargo AdvisorsNONE$6,950not reported in the loaded dataset2023
7summit Advisors LLCNONE$6,930not reported in the loaded dataset2023
Flexible Plan Investments LtdNONE$6,119not reported in the loaded dataset2023
Ingalls & Snyder LLCNONE$5,647not reported in the loaded dataset2023

Related Form 5500 pages