Schwan'S Company Retirement Savings Plan — Form 5500 plan (Schwans Shared Services, 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, Schwan'S Company Retirement Savings Plan is a benefit plan reported by Schwans Shared Services, LLC under EIN 81-0572771 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,116 participants and $570,926,276 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schwans Shared Services, LLC
- EIN
- 81-0572771
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 8,116
- End-of-year plan assets
- $570,926,276
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,116 | H, C | 20241014152016NAL0026546801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $570,926,276
- Total liabilities (EOY)
- $481,273
- Net assets (EOY)
- $570,445,003
- Net assets (BOY)
- $489,114,261
Income & contributions
- Employer contributions
- $12,920,865
- Participant contributions
- $25,410,692
- Total contributions
- $44,122,626
- Total income / additions
- $124,142,655
Expenses & distributions
- Benefits paid
- $62,798,726
- Administrative expenses
- $1,384,518
- Total expenses
- $64,183,244
- Net increase / (decrease)
- $59,959,411
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Trust Company | NONE | $780,020 | $0 | 2023 |
| Towers Watson Investments Services | NONE | $215,180 | not reported in the loaded dataset | 2023 |
| Arrowmark Partners | NONE | $127,065 | not reported in the loaded dataset | 2023 |
| Snyder Capital Management | NONE | $100,289 | $0 | 2023 |
| Sanders Capital, LLC | NONE | $75,493 | $0 | 2023 |
| North Pier Fiduciary Management LLC | NONE | $50,212 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $36,259 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schwans Shared Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Fidelity Trust Company — Schedule C compensation
- Towers Watson Investments Services — Schedule C compensation
- Arrowmark Partners — Schedule C compensation
- Snyder Capital Management — Schedule C compensation
- Sanders Capital, LLC — Schedule C compensation
- North Pier Fiduciary Management LLC — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation