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Original filing (PDF)20250411121452NAL0023217617001
BAKER & MCKENZIE LLP
Form 5500
FILING_RECEIVED
BAKER & MCKENZIE ILLINOIS PROFIT SHARING AND 401K PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
1,179
Accounts w/ balance
1,973
Plan assets (EOY)
$686.2M
Net assets (EOY)
$683.7M
How this plan invests
This plan
23 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAKER & MCKENZIE LLP.
Plan sponsor
Name
BAKER & MCKENZIE LLP
EIN
36-2137456
Address
300 E. RANDOLPH ST · SUITE 4300 · CHICAGO, IL · 60601
Phone
(312) 861-8800
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
BAKER & MCKENZIE LLP
EIN
36-2137456
City
CHICAGO, IL
Phone
(312) 861-8800
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-11
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)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST PLAN SERVICES | 91-2090931 | — | NONE | $196K | — |
| SAGEVIEW | 33-0818667 | — | NONE | $61K | — |
| ERNST & YOUNG LLP | 34-6565596 | — | NONE | $58K | — |
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $44K | — |
| MASTERY POINT | 41-1810775 | — | NONE | $8K | — |
| RUSSELL TRUST COMPANY | 91-1116938 | — | NONE | $4K | — |
Investments
23 pooled funds· $476.2M(69% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| EQUITY INDEX FUND T BLACKROCK · EIN 94-3324028 / PN 001 | Common Collective Trust | $120.2M | 17.5% |
| EQUITY II FUND FRANK RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 006 | Common Collective Trust | $64.7M | 9.4% |
| GLOBAL BALANCED FUND FRANK RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 022 | Common Collective Trust | $39.8M | 5.8% |
| INVESTMENT CONTRACT FUND FRANK RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 012 | Common Collective Trust | $39.1M | 5.7% |
| FIXED INCOME I FUND FRANK RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 002 | Common Collective Trust | $24.0M | 3.5% |
| TARGET RETIREMENT 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | $19.1M | 2.8% |
| TARGET RETIREMENT 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | $18.5M | 2.7% |
| TARGET RETIREMENT 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | $17.8M | 2.6% |
| TARGET RETIREMENT 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | $17.1M | 2.5% |
| TARGET RETIREMENT 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | $15.5M | 2.3% |
| FIXED INCOME II FUND FRANK RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 009 | Common Collective Trust | $14.6M | 2.1% |
| TARGET RETIREMENT 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | $12.1M | 1.8% |
| EXTENDED EQUITY MARKET FUND T BLACKROCK · EIN 46-3859614 / PN 001 | Common Collective Trust | $11.8M | 1.7% |
| TARGET RETIREMENT 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | $10.7M | 1.6% |
| TARGET RETIREMENT 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | $10.0M | 1.5% |
| MSCI ACWI EX US IMI INDEX FUND T BLACKROCK · EIN 46-3820806 / PN 001 | Common Collective Trust | $8.6M | 1.2% |
| US DEBT INDEX FUND W BLACKROCK · EIN 94-3385892 / PN 001 | Common Collective Trust | $7.0M | 1.0% |
| TARGET RETIREMENT INCOME TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | $6.8M | 1.0% |
| REAL ASSET FUND FRANK RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 075 | Common Collective Trust | $6.6M | 1.0% |
| TARGET RETIREMENT 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | $5.7M | 0.8% |
| SHORT-TERM INVESTMENT FUND FRANK RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 001 | Common Collective Trust | $3.2M | 0.5% |
| TARGET RETIREMENT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | $2.5M | 0.4% |
| TARGET RETIREMENT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | $830K | 0.1% |