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Original filing (PDF)20251106122600NAL0006353587001
DENTONS US LLP
Form 5500
FILING_RECEIVED
DENTONS US LLP PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed18 service providers
Active participants
1,434
Accounts w/ balance
2,561
Plan assets (EOY)
$998.8M
Net assets (EOY)
$998.8M
How this plan invests
This plan
18 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 9 bps in Schedule C fees — modestly above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DENTONS US LLP.
Plan sponsor
Name
DENTONS US LLP
EIN
36-1796730
Address
233 S WACKER DRIVE · STE 5900 · CHICAGO, IL · 606066361
Phone
(312) 876-8000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-06
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
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
18 rowsOther
18| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CURI RMB CAPITAL LLC | 59-3792751 | — | NONE | $245K | — |
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $130K | — |
| WILLIAM BLAIR INVESTMENT MGMT | 47-2614791 | — | NONE | $113K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $106K | — |
| ATLANTIC PRIVATE WEALTH LLC | 86-2536045 | — | NONE | $44K | — |
| CORIENT PRIVATE WEALTH LLC | 88-0967642 | — | NONE | $43K | — |
| AT INVESTMENT ADVISERS INC | 20-0822261 | — | NONE | $30K | — |
| WILMINGTON TRUST FSB | 52-1877389 | — | NONE | $24K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $21K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $21K | — |
| KOVITZ INVESTMENT GROUP PARTNE | 47-5657416 | — | NONE | $16K | — |
| HORIZON CAPITAL MANAGEMENT LLC | 26-0070503 | — | NONE | $13K | — |
| EDGEMOOR INVESTMENT ADVISORS I | 52-2202829 | — | NONE | $13K | — |
| MONETA GROUP INVESTMENT ADVISO | 20-1903821 | — | NONE | $13K | — |
| ONE CAPITAL MANAGEMENT LLC | 95-4873328 | — | NONE | $12K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $11K | — |
| CAPITAL MGMT SERVICES INC | 43-1410129 | — | NONE | $9K | — |
| JP MORGAN PRIVATE WEALTH ADVIS | 81-3858870 | — | NONE | $8K | — |
Investments
16 direct securities · 18 pooled funds· $1.1B(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
$713.5M
15 holdings
Common Collective Trust
$415.6M
18 holdings
OTHER
$60K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PCRA Self-Directed Brokerage Account | — | — | — | $152.2M | 15.2% | |
| Vanguard INSTITUTIONAL INDEX | — | — | — | $147.7M | 14.8% | |
| Self-directed brokerage accounts SELF-DIRECTED BROKERAGE ACCOUNTS | — | — | — | $145.8M | 14.6% | |
| Vanguard PRIMECAP ADMIRAL | — | — | — | $108.0M | 10.8% | |
| COLUMBIA TRST CONTRARIAN CORE FD I AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 001 | Common Collective Trust | — | — | $70.7M | 7.1% | |
| T. ROWE PRICE RET 2040 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $48.8M | 4.9% | |
| T. ROWE PRICE RET 2030 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $47.1M | 4.7% | |
| American Funds Distributors AMERICAN BALANCED FUND R6 | — | — | — | $35.3M | 3.5% | |
| T. ROWE PRICE RET 2020 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $33.2M | 3.3% | |
| American Funds Distributors EUROPACIFIC GROWTH R6 | — | — | — | $30.5M | 3.1% | |
| T. ROWE PRICE RET 2025 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $29.7M | 3.0% | |
| ARTISAN MID CAP GROWTH TRUST SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $28.8M | 2.9% | |
| T. ROWE PRICE RET 2045 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $28.3M | 2.8% | |
| Vanguard SHORT-TERM BOND INSTL | — | — | — | $27.0M | 2.7% | |
| FIAM CORE PLUS COM POOL CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $26.5M | 2.7% | |
| T. ROWE PRICE RET 2050 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $25.4M | 2.5% | |
| T. ROWE PRICE RET 2035 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $22.9M | 2.3% | |
| GOLDMAN SACHS STB VAL COLLECT TR FD THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $22.7M | 2.3% | |
| John Hancock JHCOCK3 DISCIPLINED VAL MCP R6 | — | — | — | $20.3M | 2.0% | |
| Vanguard SM CAP INDEX INSTL | — | — | — | $17.0M | 1.7% | |
| T. ROWE PRICE RET 2055 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $14.1M | 1.4% | |
| Vanguard TOTAL INTL STK INSTL | — | — | — | $13.2M | 1.3% | |
| T. ROWE PRICE RET 2015 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $8.3M | 0.8% | |
| CASH | — | — | — | $6.4M | 0.6% | |
| T. ROWE PRICE RET 2060 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $5.4M | 0.5% | |
| Ninety One NINETY ONE EMERGING MRKTS EQTY | — | — | — | $5.3M | 0.5% | |
| Loans, maturing through 2043, * Participant loans interest rates from 4.25% to 9.50% | — | — | — | $3.8M | 0.4% | |
| T. ROWE PRICE RET 2010 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.2% | |
| Principal DIVERSIFIED REAL | — | — | — | $1.0M | 0.1% | |
| T. ROWE PRICE RET 2005 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $765K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $630K | <0.1% | |
| investments BH OPPORTY FD PARTNERS IV LP | OTHER | — | — | $60K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | — | — | — | $11K | <0.1% | |
| TCW MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $0 | <0.1% |