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Original filing (PDF)20250715152732NAL0002371617001
GOODWIN PROCTER LLP
Form 5500
FILING_RECEIVED
GOODWIN PROCTER LLP PARTNERSHIP PROFIT SHARING SAVINGS PLAN II
401(k) retirement plan
Active participants
1,066
Accounts w/ balance
1,237
Plan assets (EOY)
$294.6M
Net assets (EOY)
$294.6M
How this plan invests
This plan
16 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOODWIN PROCTER LLP.
Plan sponsor
Name
GOODWIN PROCTER LLP
EIN
04-1378465
Address
100 NORTHERN AVENUE · BOSTON, MA · 02210
Phone
(617) 570-1000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN | 22-2428965 | — | ACCOUNTANT/AUDITOR | $19K | — |
Investments
16 pooled funds· $153.3M(52% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | $48.9M | 16.6% |
| FID FRDM BLND 2035 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | $17.7M | 6.0% |
| FID FRDM BLND 2040 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | $17.4M | 5.9% |
| FID FRDM BLND 2030 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | $17.0M | 5.8% |
| FID FRDM BLND 2045 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | $12.4M | 4.2% |
| FID FRDM BLND 2050 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | $11.8M | 4.0% |
| FID FRDM BLND 2025 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | $10.6M | 3.6% |
| FID FRDM BLND 2020 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | $4.6M | 1.5% |
| FID FRDM BLND 2055 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | $4.4M | 1.5% |
| BTC TOTAL RETURN BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1246942 / PN 001 | Common Collective Trust | $3.3M | 1.1% |
| MELLON STABLE VALUE THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | $2.3M | 0.8% |
| FID FRDM BLND 2060 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | $1.3M | 0.4% |
| FID FRDM BLND 2015 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | $675K | 0.2% |
| FID FRDM BLEND INC R FIAM TRUST COMPANY · EIN 20-4659714 / PN 085 | Common Collective Trust | $647K | 0.2% |
| FID FRDM BLND 2065 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | $219K | <0.1% |
| FID FRDM BLND 2010 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 087 | Common Collective Trust | $85K | <0.1% |
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