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Original filing (PDF)20250910140101NAL0035150656001
DENTONS US LLP
Form 5500
FILING_RECEIVED
DENTONS US LLP CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
180
Accounts w/ balance
—
Plan assets (EOY)
$37.5M
Net assets (EOY)
$37.5M
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund" is 27% of plan.
- 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
013
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $65K | — |
| US BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $14K | — |
Investments
13 direct securities· $21.7M(58% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | $4.4M | $5.8M | 15.4% | |
| Guggenheim Total Return Bond Instl | — | — | $2.4M | $2.2M | 6.0% | |
| Ishares 7 10 Year Treasury Bond Etf | — | — | $2.4M | $2.2M | 5.9% | |
| Doubleline Core Fix Income I | — | — | $1.9M | $1.9M | 4.9% | |
| Fidelity International Index Fund | — | — | $1.8M | $1.8M | 4.9% | |
| Fidelity Bond Index | — | — | $1.9M | $1.8M | 4.7% | |
| Vanguard Growth Index Fund Etf | — | — | $830K | $1.2M | 3.2% | |
| US Bank First Am Govt Ob Fd Cl Y | — | — | $1.0M | $1.0M | 2.8% | |
| Vanguard Value Index Fund Etf | — | — | $808K | $923K | 2.5% | |
| PIMCO Income Fund Ins | — | — | $889K | $863K | 2.3% | |
| Fidelity Emerging Markets Index Fund | — | — | $822K | $827K | 2.2% | |
| Schwab Small Cap Index Selct | — | — | $692K | $783K | 2.1% | |
| Vanguard Small Cap Value Fund Etf | — | — | $393K | $403K | 1.1% |
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