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Original filing (PDF)20250826095433NAL0008380737001
LINKLATERS LLP
Form 5500
FILING_RECEIVED
LINKLATERS LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
126
Accounts w/ balance
213
Plan assets (EOY)
$89.8M
Net assets (EOY)
$89.8M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LINKLATERS LLP.
Plan sponsor
Name
LINKLATERS LLP
EIN
13-2733177
Address
1290 AVENUE OF THE AMERICAS · NEW YORK, NY · 10104
Phone
(212) 903-9000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY HLD LLC | 26-4310632 | — | NONE | $76K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $7K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
26 direct securities· $88.2M(98% of reported assets)
Uncategorized
$83.0M
25 holdings
Mutual Funds
$5.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Puritan Fund # | — | — | — | $21.9M | 24.4% | |
| Charles Schwab Investment Management Inc. Schwab S&P 500 Index Fund - Select S # | — | — | — | $18.9M | 21.0% | |
| American Funds American Funds - Growth Fund of America R4 # | — | — | — | $7.7M | 8.5% | |
| Harbor Capital Advisors, Inc. Harbor Capital Appreciation Fund Admin # | — | — | — | $5.5M | 6.1% | |
| AMERICAN FUND FUNDAMENTAL INV Registered Investment Company | Mutual Funds | — | — | $5.2M | 5.8% | |
| Fidelity Investments Fidelity Extended Market Index Fund # | — | — | — | $4.0M | 4.4% | |
| METROPOLITAN WEST TTL RTN BD P Registered Investment Company | — | — | — | $3.8M | 4.2% | |
| T. Rowe Price Investments T. Rowe Price High Yield I # | — | — | — | $3.3M | 3.7% | |
| Fidelity Investments Fidelity Global Ex US Index Fund # | — | — | — | $3.1M | 3.4% | |
| Fidelity Investments Fidelity Low-Priced Stock Fund # | — | — | — | $2.7M | 3.0% | |
| JP Morgan JP Morgan Equity Income Fund R5 # | — | — | — | $2.7M | 3.0% | |
| Dodge & Cox Funds Dodge & Cox International Stock # | — | — | — | $2.4M | 2.6% | |
| Charles Schwab Investment Schwab Value Advantage Money Ulta Management Inc. # | — | — | — | $1.7M | 1.9% | |
| T. Rowe Price Investments T. Rowe Price Retirement 2035 Fund I # | — | — | — | $1.6M | 1.8% | |
| T. Rowe Price Investments T. Rowe Price Retirement 2045 Fund I # | — | — | — | $782K | 0.9% | |
| T. Rowe Price Investments T. Rowe Price Retirement 2040 Fund I # | — | — | — | $661K | 0.7% | |
| Invesco Developing Markets Fund R6 # | — | — | — | $603K | 0.7% | |
| INVESCO OPPENHEIMER DEVMKTS R6 Registered Investment Company | — | — | — | $603K | 0.7% | |
| T. Rowe Price Investments T. Rowe Price Retirement 2050 Fund I # | — | — | — | $361K | 0.4% | |
| T. Rowe Price Investments T. Rowe Price Retirement 2065 Fund I # 465 Notes Receivable from Participants Maturing 2025-2046 at interest rates * Participant Loans ranging from 4.25% - 9.50% # | — | — | — | $348K | 0.4% | |
| T. Rowe Price Investments T. Rowe Price Retirement 2055 Fund I # | — | — | — | $272K | 0.3% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund # | — | — | — | $144K | 0.2% | |
| Fidelity Investments Fidelity Emerging Markets Index Fund # | — | — | — | $44K | <0.1% | |
| T. Rowe Price Investments T. Rowe Price Retirement 2015 Fund I # | — | — | — | $29K | <0.1% | |
| T. Rowe Price Investments T. Rowe Price Retirement 2020 Fund I # | — | — | — | $27K | <0.1% | |
| T. Rowe Price Investments T. Rowe Price Retirement 2025 Fund I # | — | — | — | $12K | <0.1% |
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