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Original filing (PDF)20250910112006NAL0013411219001

NUTTER, MCCLENNEN & FISH, LLP

Form 5500
FILING_RECEIVED
NUTTER, MCCLENNEN & FISH, LLP 401(K) SAVINGS AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
289
Accounts w/ balance
448
Plan assets (EOY)
$152.1M
Net assets (EOY)
$152.1M
How this plan invests
This plan
14 pooled trusts
Schedule D
343 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NUTTER, MCCLENNEN & FISH, LLP.
Plan sponsor
Name
NUTTER, MCCLENNEN & FISH, LLP
EIN
04-2106505
Address
SEAPORT WEST · 155 SEAPORT BLVD · BOSTON, MA · 022102698
Phone
(617) 439-2839
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
024
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
CBIZ CPA'S P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVEST INST OPS CO LLC04-2647786RECORDKEEPER$40K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
STRATEGIC ADVISORS04-2654524ADVISOR$5K

Investments

333 direct securities · 14 pooled funds· $111.8M(73% 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.

Common Collective Trust
$57.7M
14 holdings
Uncategorized
$54.1M
333 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
FIDELITY FREEDOM BLEND 2030 COMM CL
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091
Common Collective Trust
$9.9M6.5%
FIDELITY FREEDOM BLEND 2025 COMM CL
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090
Common Collective Trust
$8.5M5.6%
FIDELITY FREEDOM BLEND 2035 COMM CL
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092
Common Collective Trust
$8.3M5.5%
FIDELITY FREEDOM BLEND 2020 COMM CL
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089
Common Collective Trust
$5.8M3.8%
FIDELITY FREEDOM BLEND 2040 COMM CL
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093
Common Collective Trust
$5.4M3.6%
FIDELITY FREEDOM BLEND 2045 COMM CL
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094
Common Collective Trust
$4.4M2.9%
FIDELITY FREEDOM BLEND 2050 COMM CL
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095
Common Collective Trust
$3.7M2.4%
FIDELITY FREEDOM BLEND INCOME
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085
Common Collective Trust
$3.7M2.4%
FIDELITY FREEDOM BLEND 2055 COMM CL
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113
Common Collective Trust
$3.7M2.4%
FIDELITY FREEDOM BLEND 2015 COMM CL
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088
Common Collective Trust
$1.5M1.0%
FIDELITY FREEDOM BLEND 2060 COMM CL
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147
Common Collective Trust
$1.2M0.8%
FIDELITY FREEDOM BLEND 2010 COMM CL
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087
Common Collective Trust
$1.2M0.8%
SPARTAN LARGE CAP VALUE INDEX POOL$934K0.6%
SPARTAN LARGE CAP VALUE INDEX POOL$931K0.6%
FIAM TARGET DATE 5+ YEAR INFLATION-$798K0.5%
FIAM TARGET DATE BLUE CHIP GROWTH C$794K0.5%
FIAM TARGET DATE BLUE CHIP GROWTH C$792K0.5%
FIAM TARGET DATE 0-5 YEAR INFLATION$769K0.5%
FIAM EMERGING MARKETS OPPORTUNITIES$765K0.5%
FIAM EMERGING MARKETS OPPORTUNITIES$746K0.5%
SPARTAN LARGE CAP VALUE INDEX POOL$739K0.5%
SPARTAN LARGE CAP VALUE INDEX POOL$707K0.5%
FIAM TARGET DATE GOVERNMENT BOND IN$654K0.4%
SPARTAN LARGE CAP VALUE INDEX POOL$639K0.4%
FIAM TARGET DATE GOVERNMENT BOND IN$635K0.4%
FIAM TARGET DATE BLUE CHIP GROWTH C$626K0.4%
FIAM TARGET DATE FIXED INCOME COMMI$615K0.4%
FIAM EMERGING MARKETS OPPORTUNITIES$603K0.4%
FIAM TARGET DATE BLUE CHIP GROWTH C$602K0.4%
FIAM EMERGING MARKETS OPPORTUNITIES$544K0.4%
SPARTAN LARGE CAP VALUE INDEX POOL$544K0.4%
FIAM TARGET DATE BLUE CHIP GROWTH C$538K0.4%
SPARTAN LARGE CAP VALUE INDEX POOL$537K0.4%
FIAM TARGET DATE 5+ YEAR INFLATION$518K0.3%
FIAM TARGET DATE GOVERNMENT BOND IN$505K0.3%
SPARTAN LARGE CAP GROWTH INDEX POOL$505K0.3%
SPARTAN LARGE CAP GROWTH INDEX POOL$504K0.3%
FIAM TARGET DATE LARGE CAP STOCK CO$502K0.3%
FIAM TARGET DATE LARGE CAP STOCK CO$498K0.3%
FIAM TARGET DATE FIXED INCOME COMMI$490K0.3%
FIAM EMERGING MARKETS OPPORTUNITIES$465K0.3%
FIAM INTERNATIONAL EQUITY VALUE COM$460K0.3%
FIAM TARGET DATE BLUE CHIP GROWTH C$459K0.3%
FIAM OVERSEAS COMMINGLED POOL$459K0.3%
FIAM TARGET DATE BLUE CHIP GROWTH C$452K0.3%
FIAM INTERNATIONAL EQUITY VALUE COM$451K0.3%
FIAM OVERSEAS COMMINGLED POOL$449K0.3%
FIAM INTERNATIONAL EQUITY GROWTH CO$449K0.3%
FIAM TARGET DATE GOVERNMENT BOND IN$437K0.3%
FIAM TARGET DATE 5+ YEAR INFLATION-$429K0.3%
FIAM TARGET DATE FIXED INCOME COMMI$424K0.3%
FIAM TARGET DATE CORPORATE BOND COM$418K0.3%
FIAM TARGET DATE LONG TERM TREASURY$412K0.3%
SPARTAN LARGE CAP VALUE INDEX POOL$407K0.3%
FIAM TARGET DATE INVESTMENT GRADE S$407K0.3%
FIAM TARGET DATE CORPORATE BOND COM$406K0.3%
FIAM TARGET DATE GOVERNMENT BOND IN$404K0.3%
FIAM TARGET DATE LARGE CAP STOCK CO$402K0.3%
SPARTAN LARGE CAP GROWTH INDEX POOL$398K0.3%
FIAM EMERGING MARKETS OPPORTUNITIES$396K0.3%
FIAM TARGET DATE INVESTMENT GRADE S$394K0.3%
FIAM TARGET DATE FIXED INCOME COMMI$391K0.3%
FIAM EMERGING MARKETS OPPORTUNITIES$390K0.3%
GOLDMAN SACHS STABLE VALUE INST I
GOLDMAN SACHS TRUST COMPANY N.A. · EIN 13-4166989 / PN 025
Common Collective Trust
$424K$386K0.3%
FIAM INTL DEVMK BD A$385K0.3%
SPARTAN LARGE CAP GROWTH INDEX POOL$383K0.3%
FIAM TARGET DATE LONG TERM TREASURY$383K0.3%
FIAM TARGET DATE LARGE CAP STOCK CO$379K0.2%
FIAM EMERGING MARKETS OPPORTUNITIES$372K0.2%
FIAM INTERNATIONAL EQUITY VALUE COM$354K0.2%
FIAM OVERSEAS COMMINGLED POOL -$352K0.2%
FIAM INTERNATIONAL EQUITY GROWTH CO$352K0.2%
FIAM OVERSEAS COMMINGLED POOL$351K0.2%
FIAM INTERNATIONAL EQUITY GROWTH CO$351K0.2%
FIAM TARGET DATE BLUE CHIP GROWTH C$347K0.2%
FIAM TARGET DATE LARGE CAP STOCK CO$346K0.2%
SPARTAN LARGE CAP GROWTH INDEX POOL$342K0.2%
FIAM TARGET DATE VALUE DISCOVERY CO$341K0.2%
FIAM TARGET DATE VALUE DISCOVERY CO$340K0.2%
FIAM INTL DEVMK BD A$333K0.2%
FIAM TARGET DATE CORPORATE BOND COM$323K0.2%
FIAM TARGET DATE LONG TERM TREASURY$318K0.2%
FIAM TARGET DATE INVESTMENT GRADE S$314K0.2%
FIAM INTERNATIONAL EQUITY VALUE COM$304K0.2%
FIAM OVERSEAS COMMINGLED POOL$303K0.2%
FIAM INTERNATIONAL EQUITY GROWTH CO$303K0.2%
FIAM TARGET DATE LARGE CAP STOCK CO$294K0.2%
FIAM TARGET DATE 0-5 YEAR INFLATION$292K0.2%
SPARTAN LARGE CAP GROWTH INDEX POOL$291K0.2%
FIAM TARGET DATE LARGE CAP STOCK CO$290K0.2%
SPARTAN LARGE CAP GROWTH INDEX POOL$287K0.2%
FIAM TARGET DATE CORPORATE BOND COM$280K0.2%
FIAM TARGET DATE INVESTMENT GRADE S$271K0.2%
FIAM INTL DEVMK BD A$271K0.2%
FIAM TARGET DATE VALUE DISCOVERY CO$269K0.2%
FIAM INTERNATIONAL EQUITY VALUE COM$259K0.2%
FIAM TARGET DATE VALUE DISCOVERY CO$259K0.2%
FIAM OVERSEAS COMMINGLED POOL$258K0.2%
FIAM INTERNATIONAL EQUITY GROWTH CO$258K0.2%
FIAM TARGET DATE CORPORATE BOND COM$258K0.2%
FIAM INTERNATIONAL EQUITY VALUE COM$256K0.2%
FIAM TARGET DATE LONG TERM TREASURY$255K0.2%
FIAM OVERSEAS COMMINGLED POOL$255K0.2%
FIAM INTERNATIONAL EQUITY GROWTH CO$255K0.2%
FIAM TARGET DATE INVESTMENT GRADE S$251K0.2%
FIAM SMALL CAP CORE POOL$250K0.2%
FIAM SMALL CAP CORE POOL$250K0.2%
FIAM INTL DEVMK BD A$233K0.2%
FIAM TARGET DATE VALUE DISCOVERY CO$232K0.2%
FIAM TARGET DATE TREASURY BILL INDE$224K0.1%
SPARTAN LARGE CAP GROWTH INDEX POOL$220K0.1%
FIAM TARGET DATE LARGE CAP STOCK CO$217K0.1%
FIAM INTERNATIONAL EQUITY VALUE COM$209K0.1%
FIAM OVERSEAS COMMINGLED POOL -$208K0.1%
FIAM INTERNATIONAL EQUITY GROWTH CO$208K0.1%
FIAM TARGET DATE VALUE DISCOVERY CO$198K0.1%
FIAM SMALL CAP CORE POOL$197K0.1%
FIAM TARGET DATE LONG TERM TREASURY$195K0.1%
FIAM TARGET DATE VALUE DISCOVERY CO$195K0.1%
FIAM SELECT EMERGING MARKETS EQUITY$194K0.1%
FIAM TARGET DATE CANADA COMMINGLED$192K0.1%
FIAM SMALL CAP CORE POOL$189K0.1%
FIAM TARGET DATE CANADA COMMINGLED$188K0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION$188K0.1%
SPARTAN LARGE CAP VALUE INDEX POOL$177K0.1%
FIAM TARGET DATE LONG TERM TREASURY$176K0.1%
SPARTAN INTERNATIONAL INDEX POOL A$175K0.1%
SPARTAN INTERNATIONAL INDEX POOL A$171K0.1%
FIAM SMALL CAP CORE POOL$169K0.1%
FIAM SELECT EMERGING MARKETS EQUITY$161K0.1%
FIAM SELECT INTERNATIONAL SMALL CAP$157K0.1%
FIAM SELECT EMERGING MARKETS EQUITY$153K0.1%
FIAM TARGET DATE LONG TERM TREASURY$150K<0.1%
FIAM TARGET DATE VALUE DISCOVERY CO$149K<0.1%
FIAM EMERGING MARKETS OPPORTUNITIES$148K<0.1%
FIAM TARGET DATE LONG TERM TREASURY$148K<0.1%
FIAM INTL DEVMK BD A$148K<0.1%
FIAM TARGET DATE CANADA COMMINGLED$148K<0.1%
FIAM TARGET DATE CANADA COMMINGLED$147K<0.1%
FIAM SMALL CAP CORE POOL$144K<0.1%
FIAM SMALL CAP CORE POOL$142K<0.1%
FIAM SELECT EMERGING MARKETS EQUITY$137K<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP$135K<0.1%
SPARTAN INTERNATIONAL INDEX POOL A$134K<0.1%
SPARTAN INTERNATIONAL INDEX POOL A$134K<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP$133K<0.1%
FIAM EMERGING MARKETS OPPORTUNITIES$128K<0.1%
FIAM TARGET DATE CANADA COMMINGLED$127K<0.1%
FIAM TARGET DATE GOVERNMENT BOND IN$126K<0.1%
FIAM TARGET DATE FIXED INCOME COMMI$122K<0.1%
FIDELITY FREEDOM BLEND 2065 COMM CL
FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168
Common Collective Trust
$122K<0.1%
FIAM SELECT EMERGING MARKETS EQUITY$117K<0.1%
SPARTAN INTERNATIONAL INDEX POOL A$116K<0.1%
FIAM SMALL CAP CORE POOL$110K<0.1%
FIAM TARGET DATE CANADA COMMINGLED$108K<0.1%
FIAM TARGET DATE CANADA COMMINGLED$107K<0.1%
FIAM TARGET DATE LONG TERM TREASURY$101K<0.1%
FIAM SELECT EMERGING MARKETS EQUITY$100K<0.1%
SPARTAN LARGE CAP VALUE INDEX POOL$100K<0.1%
FIAM SELECT EMERGING MARKETS EQUITY$99K<0.1%
SPARTAN INTERNATIONAL INDEX POOL A$98K<0.1%
SPARTAN INTERNATIONAL INDEX POOL A$97K<0.1%
FIAM TARGET DATE LARGE CAP STOCK CO$96K<0.1%
SPARTAN LARGE CAP GROWTH INDEX POOL$95K<0.1%
FIAM SELECT EMERGING MARKETS EQUITY$95K<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP$93K<0.1%
FIAM TARGET DATE 5+ YEAR INFLATION$90K<0.1%
FIAM TARGET DATE CANADA COMMINGLED$87K<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP$86K<0.1%
FIAM TARGET DATE BLUE CHIP GROWTH C$85K<0.1%
FIAM TARGET DATE TREASURY BILL INDE$84K<0.1%
FIAM INTERNATIONAL EQUITY VALUE COM$84K<0.1%
FIAM OVERSEAS COMMINGLED POOL -$84K<0.1%
FIAM INTERNATIONAL EQUITY GROWTH CO$84K<0.1%
FIAM TARGET DATE CORPORATE BOND COM$81K<0.1%
FIAM INSTITUTIONAL CASH COMMINGLED$80K<0.1%
SPARTAN INTERNATIONAL INDEX POOL A$79K<0.1%
FIAM TARGET DATE INV GRADE SEC COMM$78K<0.1%
FIAM TARGET DATE GOVERNMENT BOND IN$73K<0.1%
FIAM TARGET DATE SHORT CREDIT COMMI$71K<0.1%
FIAM TARGET DATE FIXED INCOME COMMI$71K<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP$70K<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION$69K<0.1%
FIAM EMERGING MARKETS DEBT COMMINGL$69K<0.1%
FIAM TARGET DATE VALUE DISCOVERY CO$64K<0.1%
FIAM INTL DEVMK BD A$63K<0.1%
FIAM INTERNATIONAL EQUITY GROWTH CO$63K<0.1%
FIAM OVERSEAS COMMINGLED POOL$62K<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP$60K<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP$60K<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION$59K<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP$59K<0.1%
FIAM EMERGING MARKETS DEBT COMMINGL$59K<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION$59K<0.1%
FIAM EMERGING MARKETS DEBT COMMINGL$58K<0.1%
FIAM TARGET DATE TREASURY BILL INDE$56K<0.1%
FIAM EMERGING MARKETS OPPORTUNITIES$54K<0.1%
SPARTAN LARGE CAP GROWTH INDEX POOL$54K<0.1%
FIAM TARGET DATE LARGE CAP STOCK CO$53K<0.1%
FIAM TARGET DATE LONG TERM TREASURY$49K<0.1%
Showing top 200 of 347 investments by value.

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