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Original filing (PDF)20251027173929NAL0005875489001
BARNES & THORNBURG LLP
Form 5500
FILING_RECEIVED
BARNES & THORNBURG LLP PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed16 service providers
Active participants
1,515
Accounts w/ balance
1,754
Plan assets (EOY)
$753.5M
Net assets (EOY)
$753.5M
How this plan invests
This plan
16 pooled trusts
Schedule D
44 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 BARNES & THORNBURG LLP.
Plan sponsor
Name
BARNES & THORNBURG LLP
EIN
35-0900596
Address
11 SOUTH MERIDIAN STREET · INDIANAPOLIS, IN · 46204
Phone
(317) 236-1313
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
2025-10-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $112K | — |
| INVST LLC | 81-1661697 | — | NONE | $70K | — |
| LMCG INVESTMENTS LLC | 27-0282607 | — | NONE | $68K | — |
| WOODLEY FARRA MANION PORTFOLIO | 35-1964649 | — | NONE | $42K | — |
| BEDEL FINANCIAL CONSULTING INC | 35-1892261 | — | NONE | $42K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $41K | — |
| DEERFIELD FINANCIAL ADVISORS I | 35-1648416 | — | NONE | $22K | — |
| PRIVATE ADVISOR GROUP LLC | 27-3463733 | — | NONE | $21K | — |
| INDIANA TRUST WEALTH MGMNT | 35-1755675 | — | NONE | $14K | — |
| LPL FINANCIAL LLC | 04-3046611 | — | NONE | $13K | — |
| PHILLIPS FINANCIAL MANAGEMENT | 20-1131890 | — | NONE | $9K | — |
| VALMARK ADVISERS INC | 31-1509466 | — | NONE | $9K | — |
| BIECHELE ROYCE ADVISORS INC | 35-1940654 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $7K | — |
| AT INVESTMENT ADVISERS INC | 20-0822261 | — | NONE | $6K | — |
| KEY BANK NATIONAL ASSOCIATION | 34-0797057 | — | NONE | $0 | — |
Investments
25 direct securities · 16 pooled funds· $1.3B(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
$726.1M
24 holdings
Common Collective Trust
$518.3M
16 holdings
Mutual Funds
$21.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSGA S&P 500 INDX SL SERIES II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $122.3M | 16.2% | |
| State Street S&P 500 Index Fund 4,724,166 units | — | — | $4.7M | $122.3M | 16.2% | |
| Self-Directed Brokerage Accounts *Charles Schwab PCRA Various | — | — | — | $105.0M | 13.9% | |
| HARBOR CAPITAL APPREC CIT 2 Common Collective Trust Fund | — | — | — | $80.0M | 10.6% | |
| HARBOR CAPITAL APPRECIATION CIT HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | $4.5M | $80.0M | 10.6% | |
| STATE ST RUSSELL SMMID INDX II Common Collective Trust Fund | — | — | $2.3M | $43.3M | 5.7% | |
| SS RUSL SML MD CAP SL SF CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $43.3M | 5.7% | |
| Vanguard Windsor II Fund 550,676 shares | — | — | $551K | $43.3M | 5.7% | |
| Vanguard Target Retirement 2030 Trust 809,893 units | — | — | $810K | $41.4M | 5.5% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $41.4M | 5.5% | |
| VANGUARD TARGET RET 2035 II Common Collective Trust Fund | — | — | — | $37.2M | 4.9% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | $689K | $37.2M | 4.9% | |
| VANGUARD TARGET RET 2040 II Common Collective Trust Fund | — | — | — | $35.3M | 4.7% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | $610K | $35.3M | 4.7% | |
| Common Collective Trusts KeyBank EBMaGIC Fund 2,038,819 units | — | — | $2.0M | $28.0M | 3.7% | |
| KB EB MNGED GURTED INV CONT FD KEYBANK NATIONAL ASSOCIATION · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $28.0M | 3.7% | |
| Vanguard Target Retirement Income Trust 619,127 units | — | — | $619K | $27.9M | 3.7% | |
| VFTC TARGET RET INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $27.9M | 3.7% | |
| PIMCO Total Return Fund 3,214,391 shares | — | — | $3.2M | $27.3M | 3.6% | |
| American Funds EuroPacific Growth Fund Class R6 482,380 shares | — | — | $482K | $25.9M | 3.4% | |
| VANGUARD TARGET RET 2020 II Common Collective Trust Fund | — | — | — | $23.2M | 3.1% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | $494K | $23.2M | 3.1% | |
| VANGUARD TARGET RET 2045 II Common Collective Trust Fund | — | — | — | $23.1M | 3.1% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | $382K | $23.1M | 3.1% | |
| Fidelity Low-Priced Stock Fund 523,578 shares | Mutual Funds | — | $524K | $21.3M | 2.8% | |
| VANGUARD TARGET RET 2050 II Common Collective Trust Fund | — | — | — | $16.4M | 2.2% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $266K | $16.4M | 2.2% | |
| VANGUARD TARGET RET 2025 II Common Collective Trust Fund | — | — | — | $15.7M | 2.1% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | $318K | $15.7M | 2.1% | |
| VANGUARD TARGET RET 2055 II Common Collective Trust Fund | — | — | — | $9.4M | 1.2% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | $114K | $9.4M | 1.2% | |
| State Street U.S. Inflation Protected Fund 744,801 units | — | — | $745K | $8.4M | 1.1% | |
| STATE ST US PROTCT BND IDX II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 037 | Common Collective Trust | — | — | $8.4M | 1.1% | |
| VANGUARD TARGET RET 2060 II Common Collective Trust Fund | — | — | — | $6.0M | 0.8% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | $92K | $6.0M | 0.8% | |
| Maturing January 2025 to November 2039 | — | — | — | $3.2M | 0.4% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $3.2M | 0.4% | |
| Vanguard Target Retirement 2065 Trust 23,716 units | — | — | $24K | $951K | 0.1% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $951K | 0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | — | — | — | $18K | <0.1% | |
| VANGUARD FED MONEY MARKET FUND Money Market / Cash Equivalent | — | — | $1K | $1K | <0.1% |