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Original filing (PDF)20251014122058NAL0002875137001
WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP
Form 5500
FILING_RECEIVED
WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP PARTNERS' DEFINED CONTRIBUTION PLAN
Defined-contribution retirement plan
Signals · 3
35% in single holdingNo recordkeeper disclosed6 service providers
Active participants
314
Accounts w/ balance
366
Plan assets (EOY)
$57.9M
Net assets (EOY)
$57.9M
How this plan invests
This plan
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
83
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "CUSTOM PORTFOLIO" is 35% of plan.
- 69 bps in Schedule C fees — 332% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP.
Plan sponsor
Name
WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP
EIN
13-2679447
Address
150 EAST 42ND STREET · NEW YORK, NY · 100175639
Phone
(212) 915-5530
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
102
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310632 | — | CUSTODIAN | $229K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOLAN MCENIRY CAPITAL MANAGEMENT | 36-4169967 | — | INVESTMENT ADVISORY | $46K | — |
| CONNORS | — | — | INVESTMENT ADVISORY | $25K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROADRIDGE/MATRIX TRUST COMPANY | 75-3182674 | — | TRUSTEE | $52K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
Investments
9 direct securities· $54.0M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CUSTOM PORTFOLIO | — | — | — | $18.7M | 32.3% | |
| CUSTOM PORTFOLIO | — | — | — | $10.5M | 18.1% | |
| CUSTOM PORTFOLIO | — | — | — | $9.9M | 17.0% | |
| CUSTOM PORTFOLIO | — | — | — | $8.5M | 14.7% | |
| CUSTOM PORTFOLIO | — | — | — | $4.0M | 6.9% | |
| CUSTOM PORTFOLIO | — | — | — | $1.7M | 3.0% | |
| CUSTOM PORTFOLIO | — | — | — | $755K | 1.3% | |
| CUSTOM PORTFOLIO | — | — | — | -$18K | <0.1% | |
| CUSTOM PORTFOLIO | — | — | — | -$22K | <0.1% |
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