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Original filing (PDF)20251015130221NAL0006338272001
SEYFARTH SHAW LLP
Form 5500
FILING_RECEIVED
SEYFARTH SHAW LLP MARKET-BASED PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
207
Accounts w/ balance
—
Plan assets (EOY)
$76.8M
Net assets (EOY)
$76.8M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEYFARTH SHAW LLP.
Plan sponsor
Name
SEYFARTH SHAW LLP
EIN
36-2152202
Address
233 S. WACKER DR., SUITE 8000 · CHICAGO, IL · 60606
Phone
(312) 460-6456
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1C · Cash balance or similar hybrid DB
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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $72K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $58K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
17 direct securities· $58.9M(77% of reported assets)
Uncategorized
$58.8M
16 holdings
Mutual Funds
$9K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Baird Short-Term Bond Institutional Fund | — | — | $9.5M | $9.6M | 12.5% | |
| Baird Aggregate Bond Institutional Fund | — | — | $8.1M | $7.7M | 10.1% | |
| Blackrock Strategic Income Opportunity Fund | — | — | $7.3M | $7.3M | 9.5% | |
| Harbor Capital Core Bond Fund | — | — | $7.2M | $7.2M | 9.3% | |
| Vanguard 500 Index Fund | — | — | $5.4M | $7.1M | 9.2% | |
| Vanguard Mid Cap Index Fund Admiral | — | — | $2.2M | $2.5M | 3.3% | |
| Schwab Treasury Inflation Protected Fund | — | — | $2.4M | $2.4M | 3.1% | |
| Dodge & Cox International Stock Fund | — | — | $2.1M | $2.2M | 2.9% | |
| WCM Focused International Growth Fund | — | — | $2.4M | $2.2M | 2.9% | |
| Cohen & Steers Realty Institutional Fund | — | — | $1.8M | $1.9M | 2.5% | |
| Artisan High Income Fund | — | — | $1.9M | $1.9M | 2.4% | |
| DWS RREEF Real Assets Fund | — | — | $1.8M | $1.8M | 2.3% | |
| Brandywine Global Opportunity Fund | — | — | $1.8M | $1.7M | 2.2% | |
| Vanguard Small Cap I Fund | — | — | $1.1M | $1.3M | 1.6% | |
| Metropolitan West Total Return Bond Fund 92 PIMCO RAE Emerging Markets Inst. Fund | — | — | $1.1M | $1.1M | 1.4% | |
| GQG Partners Emerging Market Equity Fund | — | — | $989K | $1.1M | 1.4% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | $9K | $9K | <0.1% |
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