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Original filing (PDF)20251114155900NAL0001590323001
WINSTON & STRAWN LLP
Form 5500
FILING_RECEIVED
EMPLOYEE SAVINGS PLAN OF WINSTON & STRAWN LLP
401(k) retirement plan
Active participants
1,646
Accounts w/ balance
2,850
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
12 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)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINSTON & STRAWN LLP.
Plan sponsor
Name
WINSTON & STRAWN LLP
EIN
36-1975990
Address
300 N. LASALLE DR. · SUITE 4400 · CHICAGO, IL · 60654
Phone
(312) 558-5600
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
WINSTON & STRAWN LLP RETIREMENT PLANS COMMITTEE
EIN
37-1765906
City
CHICAGO, IL
Phone
(312) 558-5600
Plan characteristics
Plan number
022
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-11-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$569K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $129K | — |
| MERRILL LYNCH | 13-5674085 | — | INVESTMENT ADVISOR | $34K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE & TOUCHE, LLP | 13-3891517 | — | ACCOUNTANT/AUDITOR | $47K | — |
Investments
20 direct securities · 12 pooled funds· $1.2B(98% 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
$796.2M
20 holdings
Common Collective Trust
$429.0M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GROWTH CO K MUTUAL FUNDS | — | — | — | $218.3M | 17.4% | |
| FID 500 INDEX MUTUAL FUNDS | — | — | — | $150.1M | 12.0% | |
| BROKERAGELINK VARIOUS COMMON AND PREFERRED STOCKS, MUTUAL FUNDS, GOVERNMENT SECURITIES | — | — | — | $68.5M | 5.5% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $62.6M | 5.0% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $58.2M | 4.6% | |
| DODGE & COX STOCK I MUTUAL FUNDS | — | — | — | $55.8M | 4.5% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $55.2M | 4.4% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $50.5M | 4.0% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $47.9M | 3.8% | |
| VANG WELLINGTON ADM MUTUAL FUNDS | — | — | — | $43.3M | 3.5% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $42.7M | 3.4% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $32.3M | 2.6% | |
| DODGE&COX INTL STK I MUTUAL FUNDS | — | — | — | $29.6M | 2.4% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $25.9M | 2.1% | |
| PGIM TOTAL RTN BD R6 MUTUAL FUNDS | — | — | — | $25.9M | 2.1% | |
| FID GOVT MMKT MUTUAL FUNDS | — | — | — | $25.8M | 2.1% | |
| FID EXTD MKT IDX MUTUAL FUNDS | — | — | — | $25.6M | 2.0% | |
| FID EQUITY INCOME K MUTUAL FUNDS | — | — | — | $24.0M | 1.9% | |
| J H SMALL CAP VAL I MUTUAL FUNDS | — | — | — | $23.5M | 1.9% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $23.4M | 1.9% | |
| FID INTL INDEX MUTUAL FUNDS | — | — | — | $19.3M | 1.5% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $15.8M | 1.3% | |
| J H VENTURE I MUTUAL FUNDS | — | — | — | $14.9M | 1.2% | |
| VANG FTSE SOC IDX IS MUTUAL FUNDS | — | — | — | $14.5M | 1.2% | |
| JH DSCPL VAL MDCP A MUTUAL FUNDS | — | — | — | $14.0M | 1.1% | |
| CRM MID CAP VAL INST MUTUAL FUNDS | — | — | — | $13.9M | 1.1% | |
| VANG TOT BD MKT INST MUTUAL FUNDS | — | — | — | $12.7M | 1.0% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $12.6M | 1.0% | |
| VANG INFL PROT INST MUTUAL FUNDS | — | — | — | $7.4M | 0.6% | |
| C&S INST REALTY SHS MUTUAL FUNDS | — | — | — | $6.1M | 0.5% | |
| Notes recei va bl e from pa rti ci pa nts PARTICIPANT LOANS AT INTEREST RATES OF 4.25% to 9.50% | — | — | — | $3.0M | 0.2% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.2% |