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Original filing (PDF)20251107113609NAL0000291651001
MAYER BROWN LLP
Form 5500
FILING_RECEIVED
MAYER BROWN LLP USA SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed14 service providers
Active participants
2,078
Accounts w/ balance
3,301
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
17 pooled trusts
Schedule D
39 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 MAYER BROWN LLP.
Plan sponsor
Name
MAYER BROWN LLP
EIN
36-1447220
Address
71 SOUTH WACKER DRIVE · BENEFITS DEPARTMENT · CHICAGO, IL · 606064637
Phone
(312) 782-0600
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-07
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CURI RMB CAPITAL LLC | 59-3792751 | — | NONE | $248K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $69K | — |
| CAPITAL MGMT SERVICES INC | 43-1410129 | — | NONE | $36K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $28K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $25K | — |
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $22K | — |
| DOUGLAS LANE & ASSOCIATES LLC | 81-0698246 | — | NONE | $21K | — |
| TANGLEWOOD TOTAL WEALTH | 76-0624770 | — | NONE | $17K | — |
| FLEXIBLE PLAN INVESTMENTS LTD | 38-2340348 | — | NONE | $16K | — |
| HOWARD CAPITAL MANAGEMENT INC | 76-0661984 | — | NONE | $15K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $14K | — |
| CHICAGO PARTNERS INVESTMENT GR | 26-2835793 | — | NONE | $11K | — |
| LMCG INVESTMENTS LLC | 27-0282607 | — | NONE | $11K | — |
| SAVANT CAPITAL LLC | 45-3812777 | — | NONE | $10K | — |
Investments
20 direct securities · 17 pooled funds· $1.6B(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
$907.2M
20 holdings
Common Collective Trust
$702.1M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PCRA Self-Directed Brokerage Account | — | — | — | $169.3M | 13.7% | |
| LEGAL & GENERAL CIT - S&P 500 RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 005 | Common Collective Trust | — | — | $165.8M | 13.5% | |
| LEGAL&GENERAL SP500 COLLECT B Common Collective Trust Fund | — | — | — | $165.8M | 13.5% | |
| Self-Directed Brokerage Accounts * Charles Schwab Trust Bank Self-directed brokerage accounts | — | — | — | $162.1M | 13.2% | |
| DODGE & COX STOCK FUND X Registered Investment Company | — | — | — | $144.7M | 11.7% | |
| HARBOR CAPITAL APPRECIATION CIT HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $71.1M | 5.8% | |
| Vanguard Federal Money Market Fund | — | — | — | $62.6M | 5.1% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $54.6M | 4.4% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $50.4M | 4.1% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $46.5M | 3.8% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $46.2M | 3.8% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $43.3M | 3.5% | |
| Dodge & Cox Income Fund | — | — | — | $38.8M | 3.1% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $38.4M | 3.1% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $36.9M | 3.0% | |
| Registered Investment Companies American Funds EuroPacific Growth Fund R6 | — | — | — | $36.6M | 3.0% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $30.5M | 2.5% | |
| HOTCHKIS&WILEY SMCP DV VALCL R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7264533 / PN 696 | Common Collective Trust | — | — | $30.4M | 2.5% | |
| Great Gray Hotchkis & Wiley Small Cap Diversified Value CL R | — | — | — | $30.4M | 2.5% | |
| COHEN & STEERS COLLEC INVEST TRUST SEI TRUST COMPANY · EIN 46-3411345 / PN 064 | Common Collective Trust | — | — | $29.2M | 2.4% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $28.9M | 2.3% | |
| Charles Schwab Trust Bank Treasury Inflation Protected Securities Index | — | — | — | $16.3M | 1.3% | |
| SCH TREAS INFL PRO SECS IDX Registered Investment Company | — | — | — | $16.3M | 1.3% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $15.8M | 1.3% | |
| Hartford Schroder Emerging Mkts Eq SDR | — | — | — | $14.8M | 1.2% | |
| Vanguard Target Retirement Income Fund Trust II | — | — | — | $11.0M | 0.9% | |
| VFTC TARGET RET INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $11.0M | 0.9% | |
| UBS Self-directed brokerage accounts | — | — | — | $7.2M | 0.6% | |
| Fidelity US Bond Index | — | — | — | $6.1M | 0.5% | |
| Fiducient Balanced Fund | — | — | — | $5.9M | 0.5% | |
| Fidelity Total International Index | — | — | — | $5.6M | 0.5% | |
| through November 2054 | — | — | — | $4.9M | 0.4% | |
| PARTICIPANT LOANS (3.25% - 8.50%) | — | — | — | $4.9M | 0.4% | |
| Fidelity Extended Market Index | — | — | — | $3.9M | 0.3% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.2% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $749K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | — | — | — | $31K | <0.1% |
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