Original filing (PDF)20251203143737NAL0000516131001

DORSEY & WHITNEY LLP

Name: DORSEY & WHITNEY LLP — DORSEY & WHITNEY LLP CASH BALANCE PLAN, Form 5500 (2024)
Creator: DORSEY & WHITNEY LLP

Form 5500

FILING_RECEIVED

DORSEY & WHITNEY LLP CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 2

Late filing · 0.6 mo100% in single holding

Active participants

202

Accounts w/ balance

—

Plan assets (EOY)

$84.0M

Net assets (EOY)

$84.0M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DORSEY & WHITNEY LLP.

Plan sponsor

Name

DORSEY & WHITNEY LLP

EIN

41-0223337

Address

50 SOUTH SIXTH STREET · SUITE 1500 · MINNEAPOLIS, MN · 55402

Phone

(612) 492-5195

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-12-03

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

BOULAY PLLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP INC	23-1945930	—	NONE	$142K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
OCTOBER THREE CONSULTING LLC	27-1175487	—	NONE	$99K	—

Investments

1 direct security· $83.7M(100% of reported assets)

PI						% of plan
	US Bank First American Government Obligations Fund - Z	Other securities	—	—	$83.7M	99.6%

1–1 of 1

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