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Original filing (PDF)20250715145955NAL0002239201001
HERBERT SMITH FREEHILLS KRAMER (US) LLP
Form 5500
FILING_RECEIVED
KRAMER LEVIN EMPLOYEES' RETIREMENT PLAN
Defined-benefit pension plan
Active participants
73
Accounts w/ balance
—
Plan assets (EOY)
$38.1M
Net assets (EOY)
$38.1M
How this plan invests
This plan
1 collective trust
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)
90
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERBERT SMITH FREEHILLS KRAMER (US) LLP.
Plan sponsor
Name
HERBERT SMITH FREEHILLS KRAMER (US) LLP
EIN
13-1944339
Address
1177 AVENUE OF THE AMERICAS · NEW YORK, NY · 100362714
Phone
(212) 715-9100
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
1A · Pay-related DB formula
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CBIZ CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | NONE | $75K | — |
| GRAYSTONE CONSULTING | 13-2919773 | — | NONE | $33K | — |
| CBIZ CPAS, P.C. | 43-1947695 | — | NONE | $22K | — |
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $13K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
1 pooled fund· $38.0M(100% 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 |
|---|---|---|---|
| KRAMER LEVIN NAFTALIS & FRANKEL MST HERBERT SMITH FREEHILLS KRAMER (US) LLP · EIN 13-1944339 / PN 009 | Master Trust | $38.0M | 99.7% |
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