Stout Risius Ross, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Stout Risius Ross, LLC)

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, Stout Risius Ross, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Stout Risius Ross, LLC under EIN 38-3003685 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,007 participants and $167,021,264 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stout Risius Ross, LLC
EIN
38-3003685
Plan number
001
Plan type
2
Location
Royal Oak, MI
Latest filing year
2023
Participants
1,007
End-of-year plan assets
$167,021,264

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,007H, C20240709072021NAL0026691234001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$167,021,264
Total liabilities (EOY)
$0
Net assets (EOY)
$167,021,264
Net assets (BOY)
$123,408,998

Income & contributions

Employer contributions
$10,089,831
Participant contributions
$12,364,677
Total contributions
$29,176,399
Total income / additions
$54,998,452

Expenses & distributions

Benefits paid
$11,213,563
Administrative expenses
$156,901
Total expenses
$11,386,186
Net increase / (decrease)
$43,612,266

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$104,886$02023
Northwestern Mutual Wealth Mgmt CoADVISOR$50,000not reported in the loaded dataset2023

Related Form 5500 pages