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Original filing (PDF)20251009074927NAL0006634913001
WHITE & CASE, LLP
Form 5500
FILING_RECEIVED
SAVINGS AND INVESTMENT 401(K) PLAN OF WHITE & CASE LLP
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,147
Accounts w/ balance
3,439
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
16 pooled trusts
Schedule D
28 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 (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITE & CASE, LLP.
Plan sponsor
Name
WHITE & CASE, LLP
EIN
13-5605970
Address
1221 AVENUE OF THE AMERICAS · NEW YORK, NY · 100201095
Phone
(212) 819-8200
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
GRANT THORNTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $189K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $146K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $2K | — |
Investments
12 direct securities · 16 pooled funds· $1.0B(100% 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
$779.8M
16 holdings
Uncategorized
$261.3M
11 holdings
Mutual Funds
$8.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSGA S&P 500(R) INDEX NL SER N STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $172.9M | 16.4% | |
| T. ROWE PRICE RETIREMENT 2030 TR-B T ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $105.6M | 10.0% | |
| T. ROWE PRICE RETIREMENT 2040 TR-B T ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $100.6M | 9.5% | |
| T. ROWE PRICE RETIREMENT 2035 TR-B T ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $97.8M | 9.3% | |
| T. ROWE PRICE RETIREMENT 2045 TR-B T ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $70.3M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2025 TR-B T ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $60.2M | 5.7% | |
| Self Directed Brokerage * Self Directed Brokerage Self Directed Brokerage | — | — | — | $58.8M | 5.6% | |
| T. ROWE PRICE RETIREMENT 2050 TR-B T ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $58.4M | 5.5% | |
| Vanguard Mid-Cap Index I | — | — | — | $40.4M | 3.8% | |
| Vanguard Total International Stock Index-Inst | — | — | — | $37.9M | 3.6% | |
| Vanguard Federal Money Market | — | — | — | $37.2M | 3.5% | |
| IR+M CORE BOND COLLECTIVE N GLOBAL TRUST COMPANY · EIN 37-6567224 / PN 001 | Common Collective Trust | — | — | $31.3M | 3.0% | |
| T. ROWE PRICE RETIREMENT 2055 TR-B T ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $30.6M | 2.9% | |
| Vanguard Small-Cap Index I | — | — | — | $24.9M | 2.4% | |
| Touchstone Sands Capital Select Growth Inst | — | — | — | $24.6M | 2.3% | |
| T. ROWE PRICE RETIREMENT 2020 TR-B T ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $19.7M | 1.9% | |
| T. ROWE PRICE RETIREMENT 2060 TR-B T ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $13.4M | 1.3% | |
| Dimensional Fund Advisors DFA Emerging Markets Value-I | — | — | — | $11.5M | 1.1% | |
| Variable Annuities Capital Group Capital Group EuroPacific Growth | — | — | — | $10.2M | 1.0% | |
| BNY Mellon BNY Mellon Small Cap Value | Mutual Funds | — | — | $8.2M | 0.8% | |
| Vanguard FTSE Social Index | — | — | — | $8.2M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2015 TR-B T ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $6.5M | 0.6% | |
| T. ROWE PRICE RETIREMENT 2005 TR-B T ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $4.4M | 0.4% | |
| PIMCO Foreign Bond (Unhedged) - Inst | — | — | — | $3.9M | 0.4% | |
| ` * Notes receivable from participants Interest rates from 4.25% to 9.50%. Maturity dates through 2034 | — | — | — | $3.9M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $3.7M | 0.4% | |
| T. ROWE PRICE RETIREMENT BALANCED T T ROWE PRICE · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2010 TR-B T ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.2% |