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Original filing (PDF)20251014135545NAL0003081713001
MAYER BROWN LLP
Form 5500
FILING_RECEIVED
MAYER BROWN LLP U.S.A. CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
274
Accounts w/ balance
—
Plan assets (EOY)
$235.1M
Net assets (EOY)
$235.1M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 70% above peer band of 10 bps.
- 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
032
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1C · Cash balance or similar hybrid DB
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)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $252K | — |
| OCTOBER THREE CONSULTING LLC | 27-1175487 | — | NONE | $142K | — |
| RELIANCE TRUST COMPANY OF DELAWARE | 35-7085469 | — | NONE | $5K | — |
Investments
24 direct securities · 1 pooled fund· $232.2M(99% 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
$198.9M
24 holdings
Common Collective Trust
$33.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Harbor Collective Core Bond Fund | — | — | $34.3M | $33.8M | 14.4% | |
| Baird Asset Management Aggregate Bond Fund | — | — | $36.2M | $33.7M | 14.3% | |
| LEGAL & GENERAL CIT - S&P 500 RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 005 | Common Collective Trust | — | $16.7M | $33.3M | 14.1% | |
| Blackrock Strategic Income Opportunities Fund | — | — | $22.2M | $21.2M | 9.0% | |
| Dodge & Cox International Stock Fund | — | — | $9.1M | $10.2M | 4.4% | |
| Registered Investment Companies American Funds Europacific Growth Fund R6 | — | — | $10.1M | $10.1M | 4.3% | |
| Fidelity Mid Cap Index Fund | — | — | $8.2M | $9.6M | 4.1% | |
| DWS RREEF Real Assets R6 | — | — | $7.9M | $7.9M | 3.4% | |
| Artisan Partners High Income Fund Institutional | — | — | $7.0M | $7.1M | 3.0% | |
| Brandywine Global Opportunities Bond Fund | — | — | $7.3M | $6.8M | 2.9% | |
| Woodline Partners LP Offshore Funds LTD | — | — | $4.0M | $5.9M | 2.5% | |
| Cohen & Steers Institutional Realty | — | — | $5.8M | $5.6M | 2.4% | |
| Wolverine Asset Management LLC Flagship Fund LTD | — | — | $3.8M | $5.0M | 2.1% | |
| Hudson Bay International Fund Limited | — | — | $4.0M | $4.8M | 2.1% | |
| Limited Partnerships Arga Investment Management Emerging Markets Equity Fund | — | — | $2.3M | $4.7M | 2.0% | |
| GQG Partners Emerging Markets Equity-Institutional | — | — | $4.1M | $4.6M | 2.0% | |
| 400 Capital Management LLC Credit Opps Fund LTD | — | — | $3.0M | $4.2M | 1.8% | |
| Aristeia Capital International LTD | — | — | $3.9M | $4.1M | 1.7% | |
| HBK Capital Management Multi Strategy Offshore Fund | — | — | $2.8M | $4.1M | 1.7% | |
| Brevan Howard Alpha Strategy Fund LTD | — | — | $3.6M | $3.7M | 1.6% | |
| Conestoga Capital Advisors, LLC Small Cap Fund Class Institutional | — | — | $2.8M | $3.6M | 1.5% | |
| Hotchkis & Wiley Small Cap Value Fund | — | — | $3.1M | $3.6M | 1.5% | |
| Schwab Treasury Inflation Protection Securities Fund LTD | — | — | $2.4M | $2.3M | 1.0% | |
| North Rock Fund North Rock Fund LTD | — | — | $2.0M | $2.1M | 0.9% | |
| Interest Bearing Funds Allspring Government Money Market Fund Institutional Class | — | — | $88K | $88K | <0.1% |