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Original filing (PDF)20251015163604NAL0002642883001
SULLIVAN & CROMWELL LLP
Form 5500
FILING_RECEIVED
SULLIVAN & CROMWELL LLP EMPLOYEES' PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
179
Accounts w/ balance
—
Plan assets (EOY)
$92.9M
Net assets (EOY)
$92.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
65
Vendor stack
55
Participation health
100
Knocking points off
- 27 bps in Schedule C fees — 68% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SULLIVAN & CROMWELL LLP.
Plan sponsor
Name
SULLIVAN & CROMWELL LLP
EIN
13-5420320
Address
125 BROAD STREET · NEW YORK, NY · 100042498
Phone
(212) 558-4000
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
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $112K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $138K | — |
Investments
14 direct securities · 3 pooled funds· $91.5M(99% 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.
Uncategorized
$74.4M
13 holdings
Common Collective Trust
$10.9M
3 holdings
Mutual Funds
$6.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Inst Fund 126,684 Shares Mutual Funds | — | — | $10.0M | $17.9M | 19.2% | |
| Vanguard Total Bond Market Index Inst Fund 882,266 Shares Mutual Funds | — | — | $9.3M | $8.4M | 9.0% | |
| Farallon Capital Offshore Investors, Inc. 314,124 Shares Master LP's / Fund of Funds | — | — | $1.5M | $8.3M | 8.9% | |
| Partnerships Interests Bain Capital Global Direct Lending 2021 (L), L.P. 7,632,808 Shares Master LP's / Fund of Funds | — | — | $6.4M | $7.8M | 8.4% | |
| Artisan International Inst Fund 226,568 Shares Mutual Funds | Mutual Funds | — | $6.5M | $6.1M | 6.6% | |
| Vanguard Global Minimum Volatility Adm Fund 187,128 Shares Mutual Funds | — | — | $5.0M | $5.8M | 6.2% | |
| PARAMETRIC DEFENSIVE EQUITY FUND PARAMETRIC PORTFOLIO ASSOCIATES LLC · EIN 45-2531297 / PN 001 | Common Collective Trust | — | $3.5M | $5.6M | 6.0% | |
| Vanguard Short-Term Bond Index Fund 515,549 Shares Mutual Funds | — | — | $5.3M | $5.3M | 5.7% | |
| CHARTWELL SHORT DURATION HIGH YIELD COMERICA BANK & TRUST NATIONAL ASSOCIATION · EIN 85-6285527 / PN 001 | Common Collective Trust | — | $4.2M | $4.9M | 5.3% | |
| Semper Vic Partners (QP), L.P. 4,878,946 Shares Public Equity | — | — | $3.0M | $4.9M | 5.3% | |
| Clarion Lion Properties Fund 3,284 Shares Master LP's / Fund of Funds | — | — | $6.1M | $4.9M | 5.2% | |
| Steadfast International Ltd. - Class C 9,782 Shares Master LP's / Fund of Funds | — | — | $1.3M | $3.9M | 4.2% | |
| Oakmark Global Equity L.P. 3,888,392 Shares Public Equity | — | — | $2.0M | $3.9M | 4.2% | |
| WGI Emerging Markets Fund, LLC 57,606 Shares International Equity | — | — | $1.5M | $2.8M | 3.0% | |
| Steadfast International Ltd. - Class I 1,474 Shares Master LP's / Fund of Funds | — | — | $199K | $545K | 0.6% | |
| COLLECTIVE TRUST GOVERNMENT ST INV THE BANK OF NEW YORK MELLON · EIN 81-6243181 / PN 001 | Common Collective Trust | — | $485K | $485K | 0.5% | |
| Sands Capital Emerging Market Growth Feeder Fund (Cayman), Ltd. 169 Shares International Equity | — | — | $216K | $237K | 0.3% |