Quarles & Brady Llp Retirement Plan — Form 5500 plan (Quarles & Brady 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, Quarles & Brady Llp Retirement Plan is a benefit plan reported by Quarles & Brady Llp under EIN 39-0432630 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,525 participants and $549,866,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Quarles & Brady Llp
- EIN
- 39-0432630
- Plan number
- 002
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 1,525
- End-of-year plan assets
- $549,866,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,525 | H, C | 20250714105025NAL0002441042001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $549,866,496
- Net assets (EOY)
- $549,866,496
- Net assets (BOY)
- $447,690,863
Income & contributions
- Employer contributions
- $9,427,083
- Participant contributions
- $14,442,765
- Total contributions
- $26,837,012
- Total income / additions
- $140,645,731
Expenses & distributions
- Benefits paid
- $38,084,844
- Administrative expenses
- $385,254
- Total expenses
- $38,470,098
- Net increase / (decrease)
- $102,175,633
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Heck Capital Advisors | NONE | $109,999 | not reported in the loaded dataset | 2023 |
| The Vanguard Group Inc | NONE | $105,920 | $0 | 2023 |
| Vanguard Advisors, Inc. | NONE | $99,923 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | NONE | $29,085 | not reported in the loaded dataset | 2023 |
| Milliman Inc. | NONE | $19,182 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Quarles & Brady Llp
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Heck Capital Advisors — Schedule C compensation
- The Vanguard Group Inc — Schedule C compensation
- Vanguard Advisors, Inc. — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Milliman Inc. — Schedule C compensation