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Original filing (PDF)20251013141551NAL0000702083001
CLIFFORD CHANCE US LLP
Form 5500
FILING_RECEIVED
CLIFFORD CHANCE US LLP PARTNER PENSION PLAN II
Defined-benefit pension plan
Active participants
92
Accounts w/ balance
—
Plan assets (EOY)
$28.1M
Net assets (EOY)
$28.1M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLIFFORD CHANCE US LLP.
Plan sponsor
Name
CLIFFORD CHANCE US LLP
EIN
13-5553664
Address
TWO MANHATTAN WEST · 375 9TH AVENUE · NEW YORK, NY · 10001
Phone
(212) 878-8446
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1B · Flat-dollar DB formula
3B · Covers self-employed individuals
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 |
|---|---|---|---|---|---|
| CAPITAL STRATEGIES | 26-4789150 | — | NONE | $72K | — |
| NWPS | 91-2090931 | — | NONE | $33K | — |
| RELIANCE TRUST | 58-1428634 | — | NONE | $12K | — |
Investments
18 direct securities· $26.4M(94% of reported assets)
Uncategorized
$26.4M
17 holdings
Mutual Funds
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab US Large-Cap ETF | — | — | $2.9M | $4.2M | 14.9% | |
| Vanguard High Dividend Yield Index Fund ETF | — | — | $2.4M | $3.2M | 11.3% | |
| PIMCO Short-Term Fund Institutional Class | — | — | $2.4M | $2.4M | 8.5% | |
| Vanguard Short-Term Index Bond Fund ETF | — | — | $1.9M | $1.9M | 6.7% | |
| PIMCO Total Return Fund Institutional Class | — | — | $2.0M | $1.8M | 6.5% | |
| Vanguard Total Bond Market Index Fund ETF | — | — | $2.0M | $1.8M | 6.5% | |
| iShares TR Core MSCI International | — | — | $1.8M | $1.7M | 6.2% | |
| Bank of America Merril Lynch SPDR BoFA ML Crossover Corporate Bond ETF | — | — | $1.4M | $1.4M | 5.1% | |
| Goldman Sachs Strategic International Equity Institutional Class | — | — | $1.3M | $1.3M | 4.6% | |
| Dimensional Fund Advisors US Targeted Value Portfiolio Institutional | — | — | $1.1M | $1.2M | 4.3% | |
| Hood River Small-Cap Growth Fund | — | — | $1.1M | $1.2M | 4.2% | |
| Credit Suisse Floating Rate High Income Fund Institutional Class | — | — | $915K | $904K | 3.2% | |
| TCW Group Emerging Markets Income Fund Class Institutional | — | — | $1.0M | $890K | 3.2% | |
| Vanguard International Growth Admiral Shares | — | — | $897K | $854K | 3.0% | |
| Exchange Traded Funds iShares Global REIT ETF | — | — | $523K | $552K | 2.0% | |
| Dimensional Fund Advisors Commodity Strategy Portfolio | — | — | $595K | $550K | 2.0% | |
| Dimensional Fund Advisors Emerging Markets Core Equity | — | — | $552K | $532K | 1.9% | |
| Fidelity Investments Money Market Funds Treasury Portfolio Class $ | Mutual Funds | — | $2K | $2K | <0.1% |