Original filing (PDF)20250926111351NAL0010793840001

K&L GATES LLP

Name: K&L GATES LLP — K&L GATES 401(K) PLAN BETA, Form 5500 (2024)
Creator: K&L GATES LLP

Form 5500

FILING_RECEIVED

K&L GATES 401(K) PLAN BETA

401(k) retirement plan

Signals · 2

99% in single holdingNo recordkeeper disclosed

Active participants

1,349

Accounts w/ balance

1,932

Plan assets (EOY)

$506.7M

Net assets (EOY)

$506.7M

How this plan invests

This plan

1 pooled trust

Schedule D

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

Top holding "Plan Interest in Master Trust Master Trust" is 99% of plan.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for K&L GATES LLP.

Plan sponsor

Name

K&L GATES LLP

EIN

25-0921018

Address

210 SIXTH AVENUE · PITTSBURGH, PA · 152222613

Phone

(412) 355-6500

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

J. RICHARD LAUVER

EIN

30-0479634

City

PITTSBURGH, PA

Phone

(412) 355-6454

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

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)

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

SCHNEIDER DOWNS & CO., INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INV. INST. OPERATIONS	04-2647786	—	NONE	$119K	—
FIDUCIENT ADVISORS	36-4001764	—	NONE	$62K	—
HENRY H. ARMSTRONG	25-1440756	—	NONE	$36K	—
SCHNEIDER DOWNS & CO., INC.	25-1408703	—	NONE	$22K	—
CIBC ATLANTIC TR PRIVATE W.M.	20-0822261	—	NONE	$9K	—

Investments

2 direct securities · 1 pooled fund· $992.2M(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.

Uncategorized

$497.4M

2 holdings

Master Trust

$494.8M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Plan Interest in Master Trust Master Trust	—	—	—	$494.8M	97.6%
K&L GATES 401(K) PROGRAM MASTER TR K&L GATES LLP · EIN 25-0921018 / PN 100	Master Trust	—	—	$494.8M	97.6%
10.50%; maturing through 2033 -	—	—	—	$2.6M	0.5%