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Original filing (PDF)20251013083334NAL0000382195001

ROBINS KAPLAN LLP

Form 5500
FILING_RECEIVED
ROBINS KAPLAN LLP CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Signals · 1
100% in single holding
Active participants
86
Accounts w/ balance
—
Plan assets (EOY)
$28.2M
Net assets (EOY)
$28.2M
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 (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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "Various Investments Held at Matrix Trust Company (See Attached)" is 100% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBINS KAPLAN LLP.
Plan sponsor
Name
ROBINS KAPLAN LLP
EIN
41-0719631
Address
800 LASALLE AVENUE · SUITE 2800 · MINNEAPOLIS, MN · 554022015
Phone
(612) 349-8500
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
THOMAS SCHWARTZ
EIN
41-1631014
City
MINNEAPOLIS, MN
Phone
(612) 349-8532
Plan characteristics
Plan number
026
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
UBS FINANCIAL SERVICES INC.13-2638166NEW YORK, NYNONE$69K—
SAGE ADVISORY SERVICES, LTD CO.74-2798841—NONE$8K—

Investments

1 direct security· $24.3M(86% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Various Investments Held at Matrix Trust Company (See Attached)——$22.6M$24.3M86.3%