Wiley Rein Llp Retirement Plan — Form 5500 plan (Wiley Rein 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, Wiley Rein Llp Retirement Plan is a benefit plan reported by Wiley Rein Llp under EIN 52-1289988 and plan number 003. The latest loaded filing year is 2023. The filing reports 743 participants and $304,098,130 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wiley Rein Llp
EIN
52-1289988
Plan number
003
Plan type
2
Location
Washingon, DC
Latest filing year
2023
Participants
743
End-of-year plan assets
$304,098,130

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023743H, C20241004162009NAL0005818035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$304,098,130
Total liabilities (EOY)
$0
Net assets (EOY)
$304,098,130
Net assets (BOY)
$255,968,682

Income & contributions

Employer contributions
$5,837,218
Participant contributions
$5,987,174
Total contributions
$12,715,725
Total income / additions
$60,209,896

Expenses & distributions

Benefits paid
$12,024,674
Administrative expenses
$32,741
Total expenses
$12,080,448
Net increase / (decrease)
$48,129,448

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners, LLCINVESTMENT ADVISOR$93,547not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$29,839not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$90,479$02023

Related Form 5500 pages