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Original filing (PDF)20251009143859NAL0003665107001
WILEY REIN LLP
Form 5500
FILING_RECEIVED
WILEY REIN LLP RETIREMENT PLAN
401(k) retirement plan
Active participants
456
Accounts w/ balance
700
Plan assets (EOY)
$336.8M
Net assets (EOY)
$336.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILEY REIN LLP.
Plan sponsor
Name
WILEY REIN LLP
EIN
52-1289988
Address
2050 M STREET NW · WASHINGTON, DC · 20036
Phone
(202) 719-3268
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$130K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $98K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $31K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | ACCOUNTANT | $27K | — |
Investments
29 direct securities · 1 pooled fund· $324.6M(96% 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.
Uncategorized
$247.7M
28 holdings
Mutual Funds
$65.7M
1 holding
Common Collective Trust
$11.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $65.7M | 19.5% | |
| Fund Brokerage Accounts Self-Directed Brokerage Accounts Various N/R | — | — | — | $56.8M | 16.9% | |
| Fidelity Investments Fidelity Freedom 2010 K N/R 119 NYLI W Lrg CP GR R6 N/R | — | — | — | $26.1M | 7.8% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/R | — | — | — | $25.8M | 7.7% | |
| MFS Family of Funds MFS Value R6 N/R | — | — | — | $13.9M | 4.1% | |
| Fidelity Investments Fidelity Small Cap Index Fund N/R | — | — | — | $13.3M | 3.9% | |
| Fidelity Investments Fidelity Freedom 2030 K N/R | — | — | — | $12.6M | 3.7% | |
| American Funds AF Europac Growth R6 Fund N/R | — | — | — | $12.5M | 3.7% | |
| EB MGD GUARANTEED KEYBANK NATIONAL ASSOCIATION · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $11.3M | 3.3% | |
| Fidelity Investments Fidelity Freedom 2045 K N/R | — | — | — | $10.6M | 3.1% | |
| Fidelity Investments Fidelity Freedom 2035 K N/R | — | — | — | $8.3M | 2.5% | |
| Fidelity Investments Fidelity Freedom 2050 K N/R | — | — | — | $8.2M | 2.4% | |
| Fidelity Investments Fidelity Total Bond K6 N/R | — | — | — | $8.2M | 2.4% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund N/R | — | — | — | $7.3M | 2.2% | |
| Fidelity Investments Fidelity Freedom 2025 K N/R | — | — | — | $7.0M | 2.1% | |
| Fidelity Investments Fidelity Freedom 2040 K N/R | — | — | — | $6.0M | 1.8% | |
| Fidelity Investments Fidelity Freedom 2055 K N/R | — | — | — | $4.8M | 1.4% | |
| Fidelity Investments Fidelity Freedom 2020 K N/R | — | — | — | $4.0M | 1.2% | |
| Cohen & Steers C&S Inst Realty Shares N/R | — | — | — | $3.5M | 1.0% | |
| JPMorgan Chase JPM Midcap Value L N/R | — | — | — | $3.5M | 1.0% | |
| Eagle Series Trusts Carillon Eagle Mid Cap Growth R6 N/R | — | — | — | $3.2M | 1.0% | |
| Loomis, Sayles & Company Loomis Sayles Small Cap Growth Instl N/R | — | — | — | $2.9M | 0.8% | |
| Vanguard Group Inc. Vanguard Small Growth Index Institutional N/R | — | — | — | $2.6M | 0.8% | |
| Fidelity Investments Fidelity Freedom 2060 K N/R | — | — | — | $2.2M | 0.6% | |
| Victory Capital Management Victory Sm Co Opp I N/R | — | — | — | $1.7M | 0.5% | |
| Participant Loans Interest rates: 3.25% - 8.50% $0 | — | — | — | $1.1M | 0.3% | |
| Fidelity Investments Fidelity Government Money Market Fund N/R | — | — | — | $532K | 0.2% | |
| Fidelity Investments Fidelity Freedom 2015 K N/R | — | — | — | $522K | 0.2% | |
| Fidelity Investments Fidelity Freedom 2065 K N/R | — | — | — | $518K | 0.2% | |
| Fidelity Investments Fidelity Freedom Income N/R | — | — | — | $19K | <0.1% |