Back to filter
Original filing (PDF)20251015084558NAL0002040051001
PATTERSON BELKNAP WEBB & TYLER LLP
Form 5500
FILING_RECEIVED
DEFINED CONTRIBUTION PLAN FOR NON-SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
162
Accounts w/ balance
245
Plan assets (EOY)
$51.8M
Net assets (EOY)
$51.8M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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 (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATTERSON BELKNAP WEBB & TYLER LLP.
Plan sponsor
Name
PATTERSON BELKNAP WEBB & TYLER LLP
EIN
13-5622951
Address
1133 AVENUE OF THE AMERICAS · NEW YORK, NY · 100366710
Phone
(212) 336-2000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
EMPLOYEE BENEFIT PLANS COMMITTEE PATTERSON BELKNAP WEBB & TYLER LLP
EIN
13-5622951
City
NEW YORK, NY
Phone
(212) 336-7896
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $7K | — |
Investments
31 direct securities · 1 pooled fund· $49.6M(96% 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
$47.4M
31 holdings
Common Collective Trust
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Inst'l Shares Registered Investment Company | — | — | — | $11.1M | 21.4% | |
| Vanguard Wellington Fund Admiral Shares Registered Investment Company | — | — | — | $4.3M | 8.3% | |
| Vanguard PRIMECAP Fund Admiral Shares Registered Investment Company | — | — | — | $4.2M | 8.2% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company | — | — | — | $2.8M | 5.4% | |
| DFA U.S. Large Cap Value Portfolio Inst'l Registered Investment Company | — | — | — | $2.2M | 4.3% | |
| VANGUARD RET SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $2.2M | 4.3% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares Registered Investment Company | — | — | — | $2.2M | 4.3% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Company | — | — | — | $2.2M | 4.2% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company | — | — | — | $2.1M | 4.0% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | — | — | — | $2.1M | 4.0% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company | — | — | — | $1.8M | 3.5% | |
| Vanguard International Growth Fund Admiral Shares Registered Investment Company | — | — | — | $1.5M | 2.9% | |
| Vanguard Real Estate Index Fund - Instl Shares Registered Investment Company | — | — | — | $1.4M | 2.8% | |
| Vanguard Small-Cap Index Fund Institutional Shares Registered Investment Company | — | — | — | $1.4M | 2.7% | |
| John Hancock Bond Fund; Class R6 Registered Investment Company | — | — | — | $1.4M | 2.6% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company | — | — | — | $1.0M | 2.0% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company | — | — | — | $798K | 1.5% | |
| Vanguard Total Bond Market Index Fund: Inst'l Shr Registered Investment Company | — | — | — | $739K | 1.4% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Registered Investment Company | — | — | — | $737K | 1.4% | |
| Vanguard FTSE Social Index Fund Admiral Shares Registered Investment Company | — | — | — | $665K | 1.3% | |
| Vanguard Growth Index Fund Admiral Shares Registered Investment Company | — | — | — | $486K | 0.9% | |
| Vanguard International Value Fund Registered Investment Company | — | — | — | $474K | 0.9% | |
| Vanguard Total International Stock Index Fund Admiral Shr Registered Investment Company | — | — | — | $431K | 0.8% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Company | — | — | — | $331K | 0.6% | |
| Vanguard Inflation-Protected Securities Fund: Adm Shares Registered Investment Company | — | — | — | $243K | 0.5% | |
| Vanguard Intermediate-Term Investment-Grade Fund: Adm Shr Registered Investment Company | — | — | — | $220K | 0.4% | |
| through 2032 | — | — | — | $161K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Registered Investment Company | — | — | — | $118K | 0.2% | |
| Fidelity Emerging Markets Index Fund Registered Investment Company | — | — | — | $78K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company | — | — | — | $41K | <0.1% | |
| DFA International Small Company Portfolio Registered Investment Company | — | — | — | $29K | <0.1% | |
| Vanguard Target Retirement Income Registered Investment Company | — | — | — | $23K | <0.1% |
Related plans
Other plans using THE VANGUARD GROUP, INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM 401(K) SAVINGS PLAN
$19.0B · 67,476 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Law Offices plans
THE WEBB LAW FIRM
THE WEBB LAW FIRM 401(K) PROFIT SHARING PLAN AND TRUST
$51.8M · 131 participants
NILAN JOHNSON LEWIS PA
NILAN JOHNSON LEWIS PA 401(K) SAVINGS PLAN
$51.9M · 91 participants
SUSSMAN SHANK LLP
SUSSMAN SHANK LLP PROFIT SHARING AND 401(K) RETIREMENT PLAN
$51.6M · 63 participants
TRIPP SCOTT, P.A.
TRIPP SCOTT, P.A. 401K PLAN
$52.1M · 95 participants
FORDHARRISON LLP
FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN
$52.1M · 159 participants
HAWKINS PARNELL & YOUNG, LLP
HAWKINS PARNELL & YOUNG, LLP 401(K) PROFIT SHARING PLAN
$51.5M · 242 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B