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Original filing (PDF)20250912081931NAL0001143825001
SQUIRE PATTON BOGGS (US) LLP
Form 5500
FILING_RECEIVED
SQUIRE PATTON BOGGS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,123
Accounts w/ balance
1,682
Plan assets (EOY)
$868.6M
Net assets (EOY)
$868.6M
How this plan invests
This plan
13 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
100
Participation health
100
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 SQUIRE PATTON BOGGS (US) LLP.
Plan sponsor
Name
SQUIRE PATTON BOGGS (US) LLP
EIN
34-0648199
Address
1000 KEY TOWER, 127 PUBLIC SQUARE · CLEVELAND, OH · 44114
Phone
(216) 479-8500
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Pension benefit codes
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3B · Covers self-employed individuals
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CIUNI & PANICHI
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$254K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN ADVISORY MANAGEMENT, LLC | 26-4560299 | — | INVESTMENT ADVISOR | $51K | — |
| PARK EDGE ADVISORS, LLC | 87-3440073 | — | INVESTMENT ADVISOR | $31K | — |
| CLEARSTEAD ADVISORS, LLC | 87-3258080 | — | INVESTMENT ADVISOR | $30K | — |
| BRINKER CAPITAL INVESTMENTS, LLC | 32-0070947 | — | INVESTMENT ADVISOR | $18K | — |
Investments
34 direct securities · 13 pooled funds· $996.1M(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
$863.0M
34 holdings
Common Collective Trust
$133.1M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Puritan K Registered Investment Company | — | — | — | $128.6M | 14.8% | |
| BrokerageLink Accounts Participant-Directed Brokerage Accounts | — | — | — | $99.9M | 11.5% | |
| Fidelity 500 Index Institutional Registered Investment Company | — | — | — | $89.9M | 10.3% | |
| Vanguard Dividend Growth Fund Inv Registered Investment Company | — | — | — | $58.0M | 6.7% | |
| MFS Growth Fund Registered Investment Company | — | — | — | $45.9M | 5.3% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund I Registered Investment Company | — | — | — | $42.2M | 4.9% | |
| J.P. Morgan Large Cap Growth Fund Registered Investment Company | — | — | — | $39.7M | 4.6% | |
| FIMM Government Portfolio Registered Investment Company | — | — | — | $39.6M | 4.6% | |
| Dodge and Cox Stock Fund Registered Investment Company | — | — | — | $33.9M | 3.9% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $30.1M | 3.5% | |
| T. Rowe Price Retirement 2030 Trust Cl. F Collective Investment Trust | — | — | — | $30.1M | 3.5% | |
| Baird Core Plus Bond Fund Class Institutional Registered Investment Company | — | — | — | $24.9M | 2.9% | |
| T. Rowe Price Retirement 2040 Trust Cl. F Collective Investment Trust | — | — | — | $24.1M | 2.8% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $24.1M | 2.8% | |
| Fidelity International Capital Appreciation Registered Investment Company | — | — | — | $21.9M | 2.5% | |
| T. Rowe Price Retirement 2020 Trust Cl. F Collective Investment Trust | — | — | — | $21.3M | 2.5% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $21.3M | 2.5% | |
| Fidelity Mid Cap Index Registered Investment Company | — | — | — | $17.6M | 2.0% | |
| T. Rowe Price Retirement 2035 Trust Cl. F Collective Investment Trust | — | — | — | $17.2M | 2.0% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $17.2M | 2.0% | |
| T. Rowe Price Retirement 2025 Trust Cl. F Collective Investment Trust | — | — | — | $14.3M | 1.7% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $14.3M | 1.7% | |
| Glenmede Small Cap Equity Inst Registered Investment Company | — | — | — | $12.9M | 1.5% | |
| Fidelity Capital & Income Registered Investment Company | — | — | — | $12.7M | 1.5% | |
| Victory Sycamore Established Value I Registered Investment Company | — | — | — | $12.5M | 1.4% | |
| Fidelity Low Priced Stock K Registered Investment Company | — | — | — | $11.0M | 1.3% | |
| Fidelity US Bond Index Premium Registered Investment Company | — | — | — | $10.7M | 1.2% | |
| MFS International Diversification Registered Investment Company | — | — | — | $8.5M | 1.0% | |
| Franklin Small Cap Growth Fund CL Adv. Registered Investment Company | — | — | — | $8.2M | 0.9% | |
| Fidelity International Index Premium Registered Investment Company | — | — | — | $7.6M | 0.9% | |
| T. Rowe Price Retirement 2015 Trust Cl. F Collective Investment Trust | — | — | — | $7.2M | 0.8% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $7.2M | 0.8% | |
| T. Rowe Price Retirement 2050 Trust Cl. F Collective Investment Trust | — | — | — | $7.1M | 0.8% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $7.1M | 0.8% | |
| T. Rowe Price Retirement 2045 Trust Cl. F Collective Investment Trust | — | — | — | $4.2M | 0.5% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $4.2M | 0.5% | |
| BlackRock Inflation Protected Bond Registered Investment Company | — | — | — | $3.7M | 0.4% | |
| T. Rowe Price Retirement 2055 Trust Cl. F Collective Investment Trust | — | — | — | $2.7M | 0.3% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.3% | |
| T. Rowe Price Retirement 2010 Trust Cl. F Collective Investment Trust | — | — | — | $1.9M | 0.2% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.2% | |
| T. Rowe Price Retirement Balanced Trust Cl. F Collective Investment Trust | — | — | — | $1.4M | 0.2% | |
| TRP RETIRE BAL F T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.2% | |
| T. Rowe Price Retirement 2060 Trust Cl. F Collective Investment Trust | — | — | — | $1.4M | 0.2% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.2% | |
| T. Rowe Price Retirement 2065 Trust Cl. F Collective Investment Trust | — | — | — | $183K | <0.1% | |
| TRP RETIRE 2065 F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $183K | <0.1% |
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