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Original filing (PDF)20250926103446NAL0009294113001
K&L GATES LLP
Form 5500
FILING_RECEIVED
K&L GATES PARTNER CASH BALANCE PENSION PLAN BETA
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
348
Accounts w/ balance
—
Plan assets (EOY)
$43.6M
Net assets (EOY)
$43.6M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Payden & Rygel Absolute Return Bond" is 100% of plan.
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- 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 · 152222313
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
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
1C · Cash balance or similar hybrid DB
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)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON CORPORATION | 13-2614959 | — | NONE | $88K | — |
| OCTOBER THREE CONSULTING LLC | 21-1175487 | — | NONE | $75K | — |
| SCHNEIDER DOWNS & CO, INC. | 25-1408703 | — | NONE | $15K | — |
Investments
2 direct securities· $35.7M(82% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Payden & Rygel Absolute Return Bond | — | — | $36.6M | $35.7M | 81.9% | |
| BNY Mellon, N.A. Money Market | — | — | $9K | $9K | <0.1% |