Frost Brown Todd Llp Retirement Savings Plan — Form 5500 plan (Frost Brown Todd 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, Frost Brown Todd Llp Retirement Savings Plan is a benefit plan reported by Frost Brown Todd Llp under EIN 61-0722001 and plan number 001. The latest loaded filing year is 2023. The filing reports 867 participants and $315,364,154 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frost Brown Todd Llp
- EIN
- 61-0722001
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 867
- End-of-year plan assets
- $315,364,154
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 867 | H, C | 20241014143410NAL0013457971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $315,364,154
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $315,364,154
- Net assets (BOY)
- $286,594,512
Income & contributions
- Employer contributions
- $7,776,064
- Participant contributions
- $6,502,764
- Total contributions
- $18,473,522
- Total income / additions
- $65,239,545
Expenses & distributions
- Benefits paid
- $18,097,333
- Administrative expenses
- $152,323
- Total expenses
- $18,256,840
- Net increase / (decrease)
- $46,982,705
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | NONE | $68,452 | $0 | 2023 |
| T Rowe Price Rps Inc | NONE | $37,534 | $0 | 2023 |
| Procourse Fiduciary Advisors, LLC | NONE | $34,657 | not reported in the loaded dataset | 2023 |
| Retirement Management Services, LLC | NONE | $10,480 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Frost Brown Todd Llp
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Charles Schwab & Co., Inc. — Schedule C compensation
- T Rowe Price Rps Inc — Schedule C compensation
- Procourse Fiduciary Advisors, LLC — Schedule C compensation
- Retirement Management Services, LLC — Schedule C compensation