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Original filing (PDF)20251013134718NAL0000670787001

REED SMITH LLP

Form 5500
FILING_RECEIVED
REED SMITH LLP CASH BALANCE RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
290
Accounts w/ balance
Plan assets (EOY)
$171.0M
Net assets (EOY)
$170.9M
How this plan invests
This plan
1 pooled trust
Schedule D
16 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REED SMITH LLP.
Plan sponsor
Name
REED SMITH LLP
EIN
25-0749630
Address
20 STANWIX STREET · SUITE 1200 · PITTSBURGH, PA · 15222
Phone
(412) 288-4324
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Other
3
NameEINLocationRelationDirect compIndirect comp
OCTOBER THREE CONSULTING, LLC27-1175487NONE$89K
BNY MELLON81-6243181NONE$51K
BAKER TILLY US, LLP30-1413443NONE$17K

Investments

14 direct securities · 1 pooled fund· $147.9M(86% 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
$140.8M
13 holdings
Common Collective Trust
$4.1M
1 holding
Mutual Funds
$3.0M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
AllianceBernstein AB Global Bond - I$39.0M$35.4M20.7%
AllianceBernstein AB Global Strategic Core Equity$14.1M$23.6M13.8%
AllianceBernstein Sanford C Bernstein Overlay B-2$19.6M$18.5M10.8%
Exchange Traded Funds iShares Core S&P Total U.S.$9.3M$12.7M7.4%
AllianceBernstein AB Global Core Equity$11.2M$12.2M7.1%
AllianceBernstein AB Income Fund$12.2M$10.8M6.3%
AllianceBernstein Sanford C Bernstein Overlay A-2$8.3M$7.0M4.1%
Adv AllianceBernstein AB Global Bond - Adv$7.1M$6.5M3.8%
AllianceBernstein AB Bond Inflation Strat - 2$5.6M$5.3M3.1%
EB TEMPORARY INVESTMENT
THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023
Common Collective Trust
$4.1M$4.1M2.4%
AllianceBernstein Sanford C Bernstein Overlay B-1$3.8M$3.6M2.1%
AllianceBernstein AB Emerging Markets Multi-Asset -$3.2M$3.1M1.8%
AllianceBernstein AB All Market Real Ret - 1
Mutual Funds
$2.9M$3.0M1.7%
Portfolio AllianceBernstein Sanford C Bernstein Overlay A-1$1.7M$1.3M0.8%
AllianceBernstein AB Bond Inflation Strat - 1$1.0M$960K0.6%