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Original filing (PDF)20260112171731NAL0017743264001
MINTZ, LEVIN, COHN, FERRIS, GLOVSKY AND POPEO, P.C.
Form 5500
FILING_RECEIVED
MINTZ, LEVIN, COHN, FERRIS, GLOVSKY AND POPEO, P. C CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
104
Accounts w/ balance
—
Plan assets (EOY)
$21.6M
Net assets (EOY)
$21.6M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- Top holding "[DFE: AB GLOBAL STRATEGIC CORE EQUITY COLLECTIVE TRUST (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MINTZ, LEVIN, COHN, FERRIS, GLOVSKY AND POPEO, P.C..
Plan sponsor
Name
MINTZ, LEVIN, COHN, FERRIS, GLOVSKY AND POPEO, P.C.
EIN
04-2718459
Address
ONE FINANCIAL CENTER · BOSTON, MA · 021112621
Phone
(617) 542-6000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-03-31
Tax period
2025-03-29
Filed
2026-01-12
Pension benefit codes
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BERNSTEIN LP | 13-4064930 | — | NONE | $27K | — |
Investments
1 direct security · 1 pooled fund· $5.5M(25% 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.
Uncategorized
$2.7M
1 holding
Common Collective Trust
$2.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: AB GLOBAL STRATEGIC CORE EQUITY COLLECTIVE TRUST (extraction pending)] | — | — | — | $2.7M | 12.6% | |
| ALLIANCEBERNSTEINCOLLECTIVE INVT TR ALLIANCE BERNSTEIN · EIN 04-6948485 / PN 033 | Common Collective Trust | — | — | $2.7M | 12.6% |