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Original filing (PDF)20251003162119NAL0001608417001
TORYS LLP
Form 5500
FILING_RECEIVED
TORYS LLP SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Active participants
46
Accounts w/ balance
72
Plan assets (EOY)
$47.9M
Net assets (EOY)
$47.9M
How this plan invests
This plan
25 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 (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TORYS LLP.
Plan sponsor
Name
TORYS LLP
EIN
13-3107558
Address
1114 AVE OF THE AMERICAS · 23RD FLOOR · NEW YORK, NY · 10036
Phone
(212) 880-6000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
SAVINGS & RETIREMENT COMMITTEE
EIN
13-3107558
City
NEW YORK, NY
Phone
—
Plan characteristics
Plan number
013
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | 84-0467907 | — | RECORDKEEPER | $40K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $54K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTAC ACTUARIAL SERVICES INC | — | WOODCLIFF LAKE, NJ | THIRD PARTY ADMINISTRATOR | $1K | — |
Investments
25 direct securities· $47.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mass Mutual SAGIC Investment Contract Investment Contract at Contract Value | — | — | — | $10.3M | 21.6% | |
| Vanguard 500 Index Fund Mutual Funds | — | — | — | $6.9M | 14.3% | |
| American Funds Grth Fnd America Mutual Funds | — | — | — | $5.5M | 11.6% | |
| Vanguard Equity-Income Fund Mutual Funds | — | — | — | $3.8M | 7.9% | |
| American Funds EuroPacific Gr Fund Mutual Funds | — | — | — | $2.5M | 5.3% | |
| American Funds Fndmntl Invs Fd Mutual Funds | — | — | — | $2.3M | 4.7% | |
| Sel Md Cp-Gr Fd (TRP/Frontier) Mutual Funds | — | — | — | $2.3M | 4.7% | |
| Sel MetWest Total Rtrn Bnd Fd Mutual Funds | — | — | — | $2.2M | 4.5% | |
| Vanguard Small-Cap Val Indx Fd Mutual Funds | — | — | — | $2.1M | 4.4% | |
| JP Morgan Md Cap Value Fund Mutual Funds | — | — | — | $1.5M | 3.2% | |
| Vanguard Target Rtrmnt 2025 Fd Mutual Funds | — | — | — | $1.5M | 3.1% | |
| T. Rowe Price New Horizons Fnd Mutual Funds | — | — | — | $1.2M | 2.6% | |
| Vanguard Total Bnd Mrkt Indx Fd Mutual Funds | — | — | — | $1.2M | 2.5% | |
| Vanguard Target Rtrmnt 2045 Fd Mutual Funds | — | — | — | $1.1M | 2.3% | |
| Vanguard Total Intl Stck Indx Fd Mutual Funds | — | — | — | $804K | 1.7% | |
| Oppnhmr Developing Markets Fnd Mutual Funds | — | — | — | $798K | 1.7% | |
| Vanguard Target Rtrmnt 2040 Fd Mutual Funds | — | — | — | $492K | 1.0% | |
| Vanguard Target Rtrmnt 2050 Fd Mutual Funds | — | — | — | $423K | 0.9% | |
| Vanguard Target Rtrmnt 2035 Fd Mutual Funds | — | — | — | $338K | 0.7% | |
| MFS Int'l New Discovery Fund Mutual Funds | — | — | — | $311K | 0.6% | |
| Vanguard Target Rtrmnt 2055 Fd Mutual Funds | — | — | — | $120K | 0.3% | |
| Vanguard Target Rtrmnt 2030 Fd Mutual Funds | — | — | — | $107K | 0.2% | |
| Vanguard Target Rtrmnt 2060 Fd Mutual Funds | — | — | — | $28K | <0.1% | |
| Vanguard Target Rtrmnt 2020 Fd Mutual Funds | — | — | — | $22K | <0.1% | |
| Vanguard Target Rtrmnt Incm Fd Mutual Funds | — | — | — | $4K | <0.1% |
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