The All Roads Company Retirement Savings Plan & Trust — Form 5500 plan (George R. Norris 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, The All Roads Company Retirement Savings Plan & Trust is a benefit plan reported by George R. Norris LLC under EIN 52-0556937 and plan number 001. The latest loaded filing year is 2023. The filing reports 873 participants and $31,867,623 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- George R. Norris LLC
- EIN
- 52-0556937
- Plan number
- 001
- Plan type
- 3
- Location
- Dundalk, MD
- Latest filing year
- 2023
- Participants
- 873
- End-of-year plan assets
- $31,867,623
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 873 | H, C | 20240930155109NAL0005757777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,867,623
- Total liabilities (EOY)
- $74,260
- Net assets (EOY)
- $31,793,363
- Net assets (BOY)
- $24,110,266
Income & contributions
- Employer contributions
- $360,931
- Participant contributions
- $4,197,809
- Total contributions
- $5,556,851
- Total income / additions
- $9,803,411
Expenses & distributions
- Benefits paid
- $1,944,111
- Administrative expenses
- $89,594
- Total expenses
- $2,120,314
- Net increase / (decrease)
- $7,683,097
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| William Blair & Co. | ADVISOR | $64,580 | not reported in the loaded dataset | 2023 |
| Sc&H Attest Services, P.C. | ACCOUNTANT/AUDITOR | $18,614 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $6,400 | $0 | 2023 |