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Original filing (PDF)20251015193237NAL0011231682002
DUANE MORRIS LLP
Form 5500
FILING_RECEIVED
DUANE MORRIS RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
455
Accounts w/ balance
526
Plan assets (EOY)
$338.0M
Net assets (EOY)
$338.0M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUANE MORRIS LLP.
Plan sponsor
Name
DUANE MORRIS LLP
EIN
23-1392502
Address
30 SOUTH 17TH PLACE · PHILADELPHIA, PA · 191034196
Phone
(215) 979-1453
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
32 direct securities · 1 pooled fund· $319.1M(94% 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
$299.8M
32 holdings
Common Collective Trust
$19.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND Registered Investment Company | — | — | — | $50.7M | 15.0% | |
| OUTSIDE ASSET - Other Assets | — | — | — | $27.2M | 8.1% | |
| SCHWAB RET GVMNT MONEY FUND Money Market / Cash Equivalent | — | — | — | $19.9M | 5.9% | |
| DODGE & COX BALANCED FUND Registered Investment Company | — | — | — | $19.4M | 5.7% | |
| WILLIAM BLAIR LARGE CAP GROWTH Registered Investment Company | — | — | — | $19.3M | 5.7% | |
| SCHWAB INST LRG CAP VAL TR FUND CHARLES SCHWAB TRUST BANK · EIN 81-0625170 / PN 001 | Common Collective Trust | — | — | $19.3M | 5.7% | |
| DFA U.S. LARGE CAP VALUE Registered Investment Company | — | — | — | $13.6M | 4.0% | |
| METROPOLITAN WEST TTL RTN BD I Registered Investment Company | — | — | — | $12.7M | 3.7% | |
| FIRST EAGLE OVERSEAS CLASS R6 Registered Investment Company | — | — | — | $12.6M | 3.7% | |
| DFA US SMALL CAP Registered Investment Company | — | — | — | $11.7M | 3.5% | |
| BLACKROCK LOW DURATION INSTL Registered Investment Company | — | — | — | $11.6M | 3.4% | |
| IVY MID CAP GROWTH I Registered Investment Company | — | — | — | $11.0M | 3.3% | |
| NUVEEN LIFECYCLE 2035 FUND R6 Registered Investment Company | — | — | — | $8.8M | 2.6% | |
| NUVEEN LIFECYCLE 2025 FUND R6 Registered Investment Company | — | — | — | $8.6M | 2.5% | |
| DFA ONE YEAR FIXED INCOME Registered Investment Company | — | — | — | $8.4M | 2.5% | |
| NUVEEN LIFECYCLE 2030 FUND R6 Registered Investment Company | — | — | — | $7.6M | 2.3% | |
| SCHWAB US MID CAP IDX Registered Investment Company | — | — | — | $7.1M | 2.1% | |
| MORGAN STANLEY INTL EQUITY I Registered Investment Company | — | — | — | $6.9M | 2.1% | |
| DFA EMERGING MARKETS CORE EQ Registered Investment Company | — | — | — | $6.2M | 1.8% | |
| NUVEEN LIFECYCLE 2040 FUND R6 Registered Investment Company | — | — | — | $6.2M | 1.8% | |
| DFA INTL LARGE CAP GR INSTL Registered Investment Company | — | — | — | $5.9M | 1.7% | |
| NUVEEN LIFECYCLE 2045 FUND R6 Registered Investment Company | — | — | — | $5.1M | 1.5% | |
| NUVEEN LIFECYCLE 2020 FUND R6 Registered Investment Company | — | — | — | $4.0M | 1.2% | |
| NUVEEN LIFECYCLE 2015 FUND R6 Registered Investment Company | — | — | — | $3.6M | 1.1% | |
| DFA INTL SM COMPANY Registered Investment Company | — | — | — | $3.6M | 1.1% | |
| DFA GLOBAL REAL ESTATE SEC Registered Investment Company | — | — | — | $3.0M | 0.9% | |
| NUVEEN LIFECYCLE 2010 FUND R6 Registered Investment Company | — | — | — | $2.3M | 0.7% | |
| NUVEEN LIFECYCLE 2050 FUND R6 Registered Investment Company | — | — | — | $1.3M | 0.4% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $795K | 0.2% | |
| NUVEEN LIFECYCLE 2055 FUND R6 Registered Investment Company | — | — | — | $207K | <0.1% | |
| CALVERT INTL RESPONSIBLE IDXR6 Registered Investment Company | — | — | — | $120K | <0.1% | |
| CALVERT USLGCPCORE RSPNBIDX R6 Registered Investment Company | — | — | — | $73K | <0.1% | |
| CCM COMMUNITY IMPACT BOND INST Registered Investment Company | — | — | — | $71K | <0.1% |
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