Perkins&Will, Inc. Retirement Savings Plan — Form 5500 plan (Perkins&Will, Inc.)
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, Perkins&Will, Inc. Retirement Savings Plan is a benefit plan reported by Perkins&Will, Inc. under EIN 36-2690384 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,018 participants and $365,911,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Perkins&Will, Inc.
- EIN
- 36-2690384
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 3,018
- End-of-year plan assets
- $365,911,800
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,018 | H, C | 20240924135148NAL0017624176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $365,911,800
- Net assets (EOY)
- $365,911,800
- Net assets (BOY)
- $298,113,247
Income & contributions
- Employer contributions
- $6,279,688
- Participant contributions
- $21,126,278
- Total contributions
- $30,930,611
- Total income / additions
- $89,700,685
Expenses & distributions
- Benefits paid
- $23,147,671
- Administrative expenses
- $288,550
- Total expenses
- $23,451,200
- Net increase / (decrease)
- $66,249,485
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $218,059 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $30,951 | not reported in the loaded dataset | 2023 |
| Dynamic Wealth Advisors | NONE | $12,282 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $11,471 | not reported in the loaded dataset | 2023 |
| Private Ocean | NONE | $10,983 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,436 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Perkins&Will, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Dynamic Wealth Advisors — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Private Ocean — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation