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Original filing (PDF)20251015155123NAL0002697155001
NIXON PEABODY LLP
Form 5500
FILING_RECEIVED
NIXON PEABODY LLP RETIREMENT SAVINGS PLAN I
401(k) retirement plan
Active participants
594
Accounts w/ balance
908
Plan assets (EOY)
$653.1M
Net assets (EOY)
$653.1M
How this plan invests
This plan
20 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NIXON PEABODY LLP.
Plan sponsor
Name
NIXON PEABODY LLP
EIN
16-0764720
Address
211 HIGH POINT DRIVE · SUITE 110 · VICTOR, NY · 145641061
Phone
(585) 263-1000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
PENSION COMMITTEE, NIXON PEABODY LLP
EIN
16-0764720
City
VICTOR, NY
Phone
(585) 263-1000
Plan characteristics
Plan number
023
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
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $83K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISOR | $60K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BONADIO & CO LLP | 16-1131146 | — | ACCOUNTANT/AUDITOR | $14K | — |
Investments
9 direct securities · 20 pooled funds· $674.8M(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
$395.2M
20 holdings
Uncategorized
$279.6M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL D GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $146.1M | 22.4% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS Participant-Directed Brokerage Accounts | — | — | — | $129.2M | 19.8% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $38.0M | 5.8% | |
| Baird Aggr Bond Inst Mutual Fund | — | — | — | $37.8M | 5.8% | |
| SP EXT MKT IDX CL D GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $34.1M | 5.2% | |
| Jpm Lg Cap Growth R6 Mutual Fund | — | — | — | $33.0M | 5.1% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $27.0M | 4.1% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $25.3M | 3.9% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $21.7M | 3.3% | |
| Fidelity Managed Income Portfolio II Cl 1 Common Collective Trust Fund | — | — | — | $21.7M | 3.3% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $21.7M | 3.3% | |
| Af Europac Growth R6 Mutual Fund | — | — | — | $21.5M | 3.3% | |
| Dodge & Cox Stock X Mutual Fund | — | — | — | $19.6M | 3.0% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $16.2M | 2.5% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $15.8M | 2.4% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $12.0M | 1.8% | |
| Vang Tot Intl Stk Is Mutual Fund | — | — | — | $10.0M | 1.5% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $8.8M | 1.3% | |
| AM CENT SM CAP VAL F SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $5.9M | 0.9% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $5.6M | 0.9% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $5.0M | 0.8% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $4.9M | 0.7% | |
| Fidelity Us Bond Idx Mutual Fund | — | — | — | $4.5M | 0.7% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $3.9M | 0.6% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $3.0M | 0.5% | |
| maturing at various dates through 2032. | — | — | — | $2.2M | 0.3% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $334K | <0.1% | |
| FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |