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Original filing (PDF)20251014135903NAL0004168688001
CURTIS, MALLET-PREVOST, COLT & MOSLE LLP
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR ASSOCIATES AND STAFF EMPLOYEES OF CURTIS, MALLET-PREVOST, COLT & MOSLE LLP
Defined-benefit pension plan
Signals · 2
51% in single holdingNo recordkeeper disclosed
Active participants
131
Accounts w/ balance
—
Plan assets (EOY)
$60.4M
Net assets (EOY)
$60.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
133 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Great Gray Collective INVT Growth Portfolio Instl Common Collective Trust" is 51% of plan.
- 30 bps in Schedule C fees — 86% 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 CURTIS, MALLET-PREVOST, COLT & MOSLE LLP.
Plan sponsor
Name
CURTIS, MALLET-PREVOST, COLT & MOSLE LLP
EIN
13-5018900
Address
101 PARK AVENUE · NEW YORK, NY · 10178
Phone
(212) 696-6000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | NONE | $90K | — |
| SLC MANAGEMENT | — | NEW YORK, NY | NONE | $53K | — |
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | NONE | $19K | — |
| WIPFLI LLP | 39-0758449 | — | NONE | $11K | — |
| RELIANCE TRUST COMPANY | 58-1428634 | — | NONE | $6K | — |
Investments
126 direct securities · 2 pooled funds· $59.3M(98% 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.
Common Collective Trust
$30.6M
2 holdings
Uncategorized
$28.7M
126 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY CIT DB GROWTH PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 82-0737797 / PN 187 | Common Collective Trust | — | $26.7M | $30.6M | 50.7% | |
| U.S Treasury SEC DTD 08/15/2024 Zero CPN 08/15/2054 U.S. Government Obligations | — | — | $4.4M | $3.8M | 6.2% | |
| U.S Treasury SEC DTD 05/15/2024 Zero CPN 05/15/2054 U.S. Government Obligations | — | — | $2.5M | $2.0M | 3.3% | |
| U.S Treasury SEC DTD 05/15/2016 Zero CPN 05/15/2046 U.S. Government Obligations | — | — | $784K | $736K | 1.2% | |
| U.S Treasury SEC DTD 05/15/2018 Zero CPN 05/15/2048 U.S. Government Obligations | — | — | $748K | $688K | 1.1% | |
| U.S Treasury SEC DTD 05/15/2020 Zero CPN 05/15/2050 U.S. Government Obligations | — | — | $737K | $661K | 1.1% | |
| U.S Treasury SEC DTD 05/15/2014 Zero CPN 05/15/2044 U.S. Government Obligations | — | — | $659K | $627K | 1.0% | |
| U.S Treasury Bond DTD 02/15/2024 4.25% 02/15/2054 U.S. Government Obligations | — | — | $663K | $607K | 1.0% | |
| U.S Treasury SEC DTD 05/15/2015 Zero CPN 05/15/2045 U.S. Government Obligations | — | — | $641K | $606K | 1.0% | |
| U.S Treasury SEC DTD 05/15/2017 Zero CPN 05/15/2047 U.S. Government Obligations | — | — | $630K | $587K | 1.0% | |
| U.S Treasury SEC DTD 05/15/2022 Zero CPN 05/15/2052 U.S. Government Obligations | — | — | $669K | $579K | 1.0% | |
| U.S Treasury SEC DTD 05/15/2019 Zero CPN 05/15/2049 U.S. Government Obligations | — | — | $601K | $544K | 0.9% | |
| U.S Treasury SEC DTD 05/15/2021 Zero CPN 05/15/2051 U.S. Government Obligations | — | — | $581K | $508K | 0.8% | |
| U.S Treasury SEC DTD 05/15/2023 Zero CPN 05/15/2053 U.S. Government Obligations | — | — | $513K | $457K | 0.8% | |
| Fidelity Cash Reserves Cash | — | — | $443K | $443K | 0.7% | |
| Apple Inc SR NT DTD 05/13/2015 4.375% 05/13/2045 Corporate Bond | — | — | $383K | $358K | 0.6% | |
| Bank of America Corp DTD 06/14/2021 2.087% 06/14/2029-2028 Corporate Bond | — | — | $343K | $354K | 0.6% | |
| Goldman Sachs Group Inc DTD 01/27/21 1.992% 01/27/2032 Corporate Bond | — | — | $345K | $351K | 0.6% | |
| United States Treasury DTD 11/15/2024 4.25% 11/15/2034 U.S. Government Obligations | — | — | $357K | $351K | 0.6% | |
| Unitedhealth Group Inc DTD 07/23/2015 4.625% 07/16/2035 Corporate Bond | — | — | $375K | $349K | 0.6% | |
| JP Morgan Chase Bank DTD 07/24/2017 3.882% 07/24/2038-2037 Corporate Bond | — | — | $338K | $324K | 0.5% | |
| Non-interest bearing cash | — | — | $314K | $314K | 0.5% | |
| Santander Drive Auto 2023-5 SER 2023-5 CL A DTD 10/18/2023 6.43% 02/18/2031 Collateralized Mortgage Obligation | — | — | $312K | $311K | 0.5% | |
| Seave CML Mortgage TR SER 2015-5AVE CL A-2B DTD 02/01/2015 4.144% 01/08/2043 Collateralized Mortgage Obligation | — | — | $275K | $295K | 0.5% | |
| American Tower Corp DTD 10/3/2019 2.75% 1/15/2027-2026 Corporate Bond | — | — | $280K | $283K | 0.5% | |
| CPS Auto RECV TR 2024-A SER 2024-A CL C DTD 01/24/2024 5.74% 04/15/2030 Collateralized Mortgage Obligation | — | — | $261K | $262K | 0.4% | |
| Santander DR AT SER 2022-2 CL A DTD 03/30/2022 3.76% 07/16/2029 Collateralized Mortgage Obligation | — | — | $252K | $257K | 0.4% | |
| Golub Cap PAR CLO SER 2020-47 (M)R CL A-1A-R DTD 07/16/2024 0% 08/05/2037 Collateralized Mortgage Obligation | — | — | $250K | $251K | 0.4% | |
| Exeter Automobile REC SER 2022-2 CL D DTD 04/20/2022 4.56% 07/17/2028 Collateralized Mortgage Obligation | — | — | $244K | $244K | 0.4% | |
| U.S Treasury SEC DTD 05/15/2013 Zero CPN 05/15/2043 U.S. Government Obligations | — | — | $257K | $243K | 0.4% | |
| U.S Treasury Bond DTD 05/15/2024 Zero CPN 05/15/2054 U.S. Government Obligations | — | — | $275K | $228K | 0.4% | |
| GSK CONSU Heal Cap US LLC DTD 09/24/2022 3.625% 03/24/2032-2031 Corporate Bond | — | — | $233K | $226K | 0.4% | |
| General MTRS FINL CO INC DTD 04/07/2022 4.3% 04/06/2029-2029 Corporate Bond | — | — | $222K | $222K | 0.4% | |
| U.S Treasury Bond DTD 08/15/2023 4.125% 08/15/2053 U.S. Government Obligations | — | — | $250K | $218K | 0.4% | |
| Elevance Health Inc DTD 4/29/2022 4.1% 5/15/2032-2032 Corporate Bond | — | — | $221K | $217K | 0.4% | |
| Anheuser Bush DTD 1/23/2019 5.45% 1/23/2039-2038 Corporate Bond | — | — | $227K | $215K | 0.4% | |
| U.S Treasury Bond DTD 05/15/2024 4.625% 05/15/2054 U.S. Government Obligations | — | — | $245K | $214K | 0.4% | |
| SLG Office Trust SER 2021-OVA CL A DTD 06/01/2021 2.5854% 07/17/2041 Collateralized Mortgage Obligation | — | — | $210K | $210K | 0.3% | |
| Comcast Corp SR NT DTD 01/14/2013 4.25% 01/15/2033 Corporate Bond | — | — | $221K | $210K | 0.3% | |
| Amazon Com Inc SR DTD 6/3/2020 2.5% 6/3/2050-2049 Corporate Bond | — | — | $221K | $200K | 0.3% | |
| American IL CO DTD 11/28/2017 3.7% 12/01/2047-2047 Corporate Bond | — | — | $217K | $200K | 0.3% | |
| Verizon Communications Inc SR NT DTD 10/29/2011 4.4% 11/01/2034-2034 Corporate Bond | — | — | $204K | $199K | 0.3% | |
| Pfizer Invt Enterprises DTD 05/19/2023 5.3% 05/19/2053 Foreign Bond Notes & Dedentures | — | — | $217K | $197K | 0.3% | |
| Santander Auto REC TR 2022-4 SER 2022-4 CL C DTD 07/20/2022 5% 11/15/2029 Collateralized Mortgage Obligation | — | — | $179K | $181K | 0.3% | |
| Prologis DTD 01/25/2024 5% 03/15/2034-2033 Corporate Bond | — | — | $186K | $181K | 0.3% | |
| Comcast Corp New NT DTD 07/19/2016 3.4% 07/15/2046-2046 Corporate Bond | — | — | $195K | $179K | 0.3% | |
| BNP Paribas FR DTD 01/13/2020 3.052% 01/13/2031 Corporate Bond | — | — | $178K | $178K | 0.3% | |
| Cisco Systems Inc Senior Note DTD 11/17/2009 5.5% 01/015/2040 Corporate Bond | — | — | $182K | $176K | 0.3% | |
| Hyundai Cap Amer Inc FR DTD 06/26/2023 5.68% 06/26/2028-2028 Corporate Bond | — | — | $174K | $172K | 0.3% | |
| Conagra Brands Inc DTD 10/16/2020 1.375% 11/01/2027 Corporate Bond | — | — | $162K | $168K | 0.3% | |
| Johnson & Johnson DTD 3/1/2016 3.55% 03/01/2036 Corporate Bond | — | — | $174K | $166K | 0.3% | |
| State Street Corp DTD 05/18/2023 5.159% 05/18/2034-2033 Corporate Bond | — | — | $166K | $164K | 0.3% | |
| Citigroup Inc DTD 01/29/2020 2.666% 01/29/2031 Corporate Bond | — | — | $160K | $164K | 0.3% | |
| Bank Nova Scotia Halifax DTD 01/10/2022 2.45% 02/02/2032 Foreign Bond Notes & Dedentures | — | — | $164K | $163K | 0.3% | |
| Verizon Communications Inc DTD 06/03/2019 4.016% 12/03/2029-2029 Corporate Bond | — | — | $158K | $158K | 0.3% | |
| Omnicom Group Inc DTD 05/03/2021 2.6% 08/01/2031-2031 Corporate Bond | — | — | $158K | $158K | 0.3% | |
| Commonwealth Edison Co DTD 03/02/2015 3.7% 03/01/2045-2044 Corporate Bond | — | — | $171K | $156K | 0.3% | |
| Kimco Realty Corp DTD 10/12/2023 6.4% 03/01/2034-2033 Corporate Bond | — | — | $157K | $154K | 0.3% | |
| Government National Mortgage ASSN CMO 2064-05-16 USD 3.5% 05/16/2064 Collateralized Mortgage Obligation | — | — | $146K | $148K | 0.2% | |
| U.S Treasury Bond DTD 11/15/2024 4.625% 11/15/2044 U.S. Government Obligations | — | — | $151K | $145K | 0.2% | |
| Avis Bud Rent Car FDG AESOP LLC SER 2023-8 CL A DTD 09/18/2023 6.02% 02/20/2023 Collateralized Mortgage Obligation | — | — | $144K | $145K | 0.2% | |
| Oncor Elec Delivery Co LLC DTD 06/01/2019 3.8% 06/01/2049-2048 Corporate Bond | — | — | $158K | $143K | 0.2% | |
| CVS Health Corporation DTD 08/21/2020 1.75% 08/21/2030-2030 Corporate Bond | — | — | $145K | $142K | 0.2% | |
| American Express Co DTD 07/28/2023 5.282%07/27/2029 Corporate Bond | — | — | $145K | $142K | 0.2% | |
| HCA Inc DTD 05/04/2023 5.2% 006/01/2028-2028 Corporate Bond | — | — | $143K | $140K | 0.2% | |
| Intercontinental Exchange Inc DTD 08/20/2020 2.65% 09/15/2040-2040 Corporate Bond | — | — | $147K | $136K | 0.2% | |
| Honeywell International Inc DTD 03/01/2024 5.25% 03/01/2054 Corporate Bond | — | — | $145K | $136K | 0.2% | |
| Natwest Group PLC DTD 06/14/2021 1.642% 06/14/2027-2026 Foreign Bond Notes & Dedentures | — | — | $127K | $134K | 0.2% | |
| Blackstone Private Credit Fund DTD 06/15/2022 2.625% 12/15/2026 Corporate Bond | — | — | $126K | $133K | 0.2% | |
| BHP Billiton FIN USA LTD DTD 02/28/2023 4.9% 02/28/2033 Foreign Bond Notes & Dedentures | — | — | $136K | $133K | 0.2% | |
| General Dynamics Corp DTD 03/25/2020 4.25% 04/01/2040 Corporate Bond | — | — | $139K | $131K | 0.2% | |
| Ares Capital Corp DTD 08/03/2023 7% 01/15/2027 Corporate Bond | — | — | $132K | $130K | 0.2% | |
| Intel Corp DTD 12/08/2017 3.734% 12/08/2047-2047 Corporate Bond | — | — | $154K | $125K | 0.2% | |
| United Parcel Service DTD 11/14/2017 3.75% 11/05/2047-2047 Corporate Bond | — | — | $138K | $125K | 0.2% | |
| OGE Energy Corp DTD 05/09/2024 5.45% 05/15/2029 Corporate Bond | — | — | $124K | $122K | 0.2% | |
| Statoil ASA DTD 05/15/2013 3.95% 05/15/2043 Foreign Bond Notes & Dedentures | — | — | $127K | $119K | 0.2% | |
| Avalonbay Communities Inc DTD 05/14/2024 5.35% 06/01/2034 Corporate Bond | — | — | $117K | $116K | 0.2% | |
| United States DTD 11/30/2024 4.125% 11/30/2029 U.S. Government Obligations | — | — | $114K | $114K | 0.2% | |
| Walmart Inc DTD 09/09/2022 4.5% 09/09/2052-2052 Corporate Bond | — | — | $129K | $113K | 0.2% | |
| Corebridge Finl Inc DTD 12/15/2022 6.875% 12/15/2052 Corporate Bond | — | — | $112K | $113K | 0.2% | |
| DTE ELEC CO DTD 02/26/2020 2.95% 03/01/2050-2049 Corporate Bond | — | — | $114K | $110K | 0.2% | |
| Centerpoint Energy Resources DTD 10/01/2020 1.75% 10/01/2030-2030 Corporate Bond | — | — | $110K | $109K | 0.2% | |
| Bristol-Myers Squibb Co DTD 11/13/2023 5.9% 11/15/2033-2033 Corporate Bond | — | — | $104K | $100K | 0.2% | |
| AERCAP Ireland Capital Limited DTD 10/29/2021 3% 10/29/2028-2028 Foreign Bond Notes & Dedentures | — | — | $98K | $97K | 0.2% | |
| Enel Fin Intl N.V. DTD 10/06/2017 3.5% 04/06/2028 Foreign Bond Notes & Dedentures | — | — | $95K | $95K | 0.2% | |
| Prudential Financial Inc DTD 03/10/2020 3% 03/10/2040-2039 Corporate Bond | — | — | $99K | $92K | 0.2% | |
| Brean Asset Backed 2023-RM7 SER 2023-RM7 CL A2 DTD 12/15/2023 4.5% 03/25/2078 Collateralized Mortgage Obligation | — | — | $84K | $92K | 0.2% | |
| Virginia Electric & Power Co DTD 08/10/2023 5.3% 08/15/2033-2033 Corporate Bond | — | — | $93K | $90K | 0.1% | |
| Gilead Sciences Inc DTD 09/20/2016 4% 09/01/2036-2036 Corporate Bond | — | — | $91K | $88K | 0.1% | |
| Amgen Inc DTD 05/06/2020 2.3% 02/25/2031-2030 Corporate Bond | — | — | $87K | $85K | 0.1% | |
| The Cigna Group DTD 03/16/2020 2.4% 03/15/2030-2029 Corporate Bond | — | — | $82K | $84K | 0.1% | |
| Corporate Office PPTYS LP DTD 08/11/2021 2% 01/15/2029-2028 Corporate Bond | — | — | $81K | $84K | 0.1% | |
| O'Reilly Automative Inc DTD 09/23/2020 1.75% 03/15/2031 Corporate Bond | — | — | $83K | $82K | 0.1% | |
| Morgan Stanley DTD 01/25/2021 1.928% 04/28/2032-2031 Corporate Bond | — | — | $80K | $82K | 0.1% | |
| Boston Gas Co DTD 07/29/2019 3.001% 08/01/2029-2029 Corporate Bond | — | — | $81K | $82K | 0.1% | |
| U.S. Bancorp DTD 07/22/2022 4.548% 07/22/2028-2027 Corporate Bond | — | — | $80K | $79K | 0.1% | |
| Eli Lilly & Co SR Global NT DTD 02/22/2019 3.95% 03/15/2049-2048 Corporate Bond | — | — | $80K | $78K | 0.1% | |
| Gallagher Arthur J & CO DTD 12/19/2024 5.15% 02/15/2035 Corporate Bond | — | — | $79K | $78K | 0.1% | |
| The Travelers Companies Inc DTD 03/7/2018 4.05% 03/07/2048 Corporate Bond | — | — | $83K | $76K | 0.1% | |
| BP Cap Markets America DTD 12/04/2020 2.939% 06/04/2051-2050 Corporate Bond | — | — | $81K | $74K | 0.1% | |
| Alexandria Real Estate EQ Inc DTD 02/16/2022 2.95% 03/15/2034-2033 Corporate Bond | — | — | $76K | $74K | 0.1% | |
| Exxon Mobil Corp SR GLBT NT DTD 08/16/2019 3.095% 08/16/2049-2049 Corporate Bond | — | — | $81K | $73K | 0.1% | |
| BP Cap Markets America DTD 01/12/2022 2.721% 01/12/2032-2031 Corporate Bond | — | — | $74K | $73K | 0.1% | |
| Chubb INA Holdings Inc DTD 03/07/2024 5% 03/15/2034-2033 Corporate Bond | — | — | $72K | $69K | 0.1% | |
| MidAmerican Energy Co 1M GLBL BD 49 DTD 01/09/2019 4.25% 07/15/2049-2049 Corporate Bond | — | — | $73K | $69K | 0.1% | |
| Energy Transfer Operating LP DTD 10/13/2023 6.4% 12/01/2030-2030 Corporate Bond | — | — | $70K | $69K | 0.1% | |
| Philip Morris International Inc DTD 11/01/2024 4.75% 11/01/2031 Corporate Bond | — | — | $69K | $68K | 0.1% | |
| Canadian National Railway Co DTD 02/06/2018 3.65% 02/03/2048-2047 Foreign Bond Notes & Dedentures | — | — | $73K | $68K | 0.1% | |
| Total Energies CAP SA SR DTD 09/10/2024 4.724% 09/10/2034 Foreign Bond Notes & Dedentures | — | — | $70K | $67K | 0.1% | |
| New York Life Insurance Co DTD 04/14/2020 3.75% 05/15/2050 Corporate Bond | — | — | $71K | $66K | 0.1% | |
| PayPal Holdings Inc SNR NTS DTD 05/28/2024 5.15% 06/01/2034 Corporate Bond | — | — | $65K | $65K | 0.1% | |
| U.S Treasury Bond DTD 05/15/2024 4.625% 05/15/2044 U.S. Government Obligations | — | — | $68K | $63K | 0.1% | |
| Motorola Solutions Inc DTD 03/25/2024 5.4% 04/15/2034-2034 Corporate Bond | — | — | $60K | $60K | <0.1% | |
| U.S Treasury Bond DTD 08/15/2024 4.125% 08/15/2044 U.S. Government Obligations | — | — | $56K | $54K | <0.1% | |
| Duke Energy Carolinas LLC 1MTG DTD 03/01/2018 3.95% 03/15/2048-2047 Corporate Bond | — | — | $56K | $54K | <0.1% | |
| Kimberly Clark Corp DTD 05/04/2017 3.9% 05/04/2047-2046 Corporate Bond | — | — | $54K | $51K | <0.1% | |
| John Deere Capital Corp DTD 06/11/2024 5.05% 06/12/2034 Corporate Bond | — | — | $50K | $50K | <0.1% | |
| Pepsico Inc SR GLBL NT DTD 10/09/2019 2.875% 10/15/2049 Corporate Bond | — | — | $56K | $49K | <0.1% | |
| American Honda Fin Corp DTD 10/4/2023 5.85% 10/4/2030-2023 Corporate Bond | — | — | $47K | $47K | <0.1% | |
| Astrazeneca PLC DTD 05/28/2021 3% 05/28/2051-2050 Foreign Bond Notes & Dedentures | — | — | $50K | $46K | <0.1% | |
| Kinder Morgan Inc DTD 07/31/2024 5.1% 08/01/2029 Corporate Bond | — | — | $46K | $45K | <0.1% | |
| Borgwarner Inc DTD 08/16/2024 4.95% 08/15/2029 Corporate Bond | — | — | $45K | $45K | <0.1% | |
| RTX Corporation DTD 11/08/2023 6% 03/15/2031-2031 Corporate Bond | — | — | $37K | $37K | <0.1% | |
| Enterprise PRODS OPER LLC DTD 01/15/2020 2.8% 01/13/2030-2029 Corporate Bond | — | — | $32K | $32K | <0.1% | |
| VICI Properties LP DTD 12/19/2024 5.125% 11/15/2031 Corporate Bond | — | — | $30K | $29K | <0.1% | |
| Cisco Systems Inc DTD 02/26/2024 5.05% 02/26/2034-2033 Corporate Bond | — | — | $20K | $20K | <0.1% | |
| Vulcan Materials Co DTD 11/20/2024 5.35% 12/01/2034 Corporate Bond | — | — | $15K | $15K | <0.1% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B