Plan5500

U.S. Low Volatility Fund Lp — Form 5500 plan (Allspring Global Investments, 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, U.S. Low Volatility Fund Lp is a benefit plan reported by Allspring Global Investments, LLC under EIN 95-3692822 and plan number 002. The latest loaded filing year is 2023. The filing reports 0 participants and $61,323,618 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$61.2MPlan net assets, end of year$61,219,218
Participants0Covered participants reported
Assets / participantNot reported
Provider compensation$131.3K2 Schedule C provider row(s)$131,272
Plan sponsor
Allspring Global Investments, LLC
EIN
95-3692822
Plan number
002
Plan type
4
Location
Charlotte, NC
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    0 participants · 4Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$61.3M total assets
Net assets$61.2MLiabilities$104.4K
Money in vs. money out
Total income / additions$2.8M
Total expenses$58.2K
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$61,323,618
Total liabilities (EOY)
$104,400
Net assets (EOY)
$61,219,218
Net assets (BOY)
$59,593,962

Income & contributions

Total income / additions
$2,787,709

Expenses & distributions

Administrative expenses
$58,165
Total expenses
$58,165
Net increase / (decrease)
$2,729,544
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Kpmg Llp$73.7K
    AUDITOR AND TAX PREPARER · Direct $73.7K
  2. 2
    State Street Bank And Trust Company$57.5K
    FUND ADMINISTRATOR, TRANS · Direct $57.5K

What to inspect next

Frequently asked questions

Who sponsors the U.S. Low Volatility Fund Lp?
U.S. Low Volatility Fund Lp is reported as sponsored by Allspring Global Investments, LLC (EIN 95-3692822, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for U.S. Low Volatility Fund Lp?
The latest Form 5500 filing year loaded for U.S. Low Volatility Fund Lp is 2023.
How many participants does U.S. Low Volatility Fund Lp report?
U.S. Low Volatility Fund Lp reports 0 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for U.S. Low Volatility Fund Lp?
U.S. Low Volatility Fund Lp reports $61,323,618 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages