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Original filing (PDF)20251013174307NAL0003846930001
DLA PIPER LLP US
Form 5500
FILING_RECEIVED
DLA PIPER LLP (US) CASH BALANCE PLAN FOR PARTNERS
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
638
Accounts w/ balance
—
Plan assets (EOY)
$184.2M
Net assets (EOY)
$184.2M
How this plan invests
This plan
19 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.
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DLA PIPER LLP US.
Plan sponsor
Name
DLA PIPER LLP US
EIN
52-0616490
Address
HARBOR EAST · 650 S. EXETER STREET, SUITE 1100 · BALTIMORE, MD · 212024576
Phone
(410) 580-4427
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
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
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | 34-1542819 | — | NONE | $100K | — |
| PRINCIPAL | 42-1466678 | — | NONE | $23K | — |
Investments
19 direct securities· $104.7M(57% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund Class AI | — | — | $11.9M | $15.7M | 8.5% | |
| Baird Ultra Short Bond Fund Class Ins | — | — | $15.0M | $15.1M | 8.2% | |
| Baird Aggregate Bond Fund Class Ins | — | — | $13.5M | $13.3M | 7.2% | |
| Dodge & Cox Dodge & Cox Income Fund Com | — | — | $13.5M | $13.3M | 7.2% | |
| Blackrock Strategic Income Opportunities Port Class K | — | — | $9.8M | $10.0M | 5.4% | |
| Vanguard Group Vanguard Prime Money Market Fund Class Adm | — | — | $6.2M | $6.2M | 3.4% | |
| John Hancock John Hancock International Dynamic Growth Fund | — | — | $3.9M | $4.1M | 2.2% | |
| Dodge & Cox Dodge & Cox International Stock Fund | — | — | $3.7M | $3.9M | 2.1% | |
| DWS RREEF Real Assets Fund Class Ins | — | — | $3.6M | $3.7M | 2.0% | |
| Artisan High Income Fund Class Ins | — | — | $3.1M | $3.2M | 1.7% | |
| Brandy Wine Brandy Wine Global Opportunities Bond Fund Class IS | — | — | $3.1M | $2.8M | 1.5% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares | — | — | $2.7M | $2.8M | 1.5% | |
| Conestoga Small Cap Fund Class Ins | — | — | $1.9M | $2.2M | 1.2% | |
| Hotchkis & Wiley Hotchkis & Wiley Small Cap Diversified Value Fund Class I | — | — | $2.2M | $2.2M | 1.2% | |
| Fidelity Investments Fidelity Inflation Protected Bond Index Fund Class FAI | — | — | $2.1M | $2.1M | 1.1% | |
| PIMCO RAE Emerging Markets Fund Clas Ins | — | — | $1.3M | $1.5M | 0.8% | |
| GQG Partners GQG Partners Emerging Markets Equity Fund | — | — | $1.2M | $1.4M | 0.8% | |
| Allspring Government Money Market Fund | — | — | $835K | $835K | 0.5% | |
| year Form of Payment All participants are assumed to take a lump sum at their assumed benefit commencement date Benefit Limits | — | — | — | $345K | 0.2% |