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Original filing (PDF)20251008150343NAL0003097235001
STEPTOE LLP
Form 5500
FILING_RECEIVED
STEPTOE LLP CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Signals · 2
38% in single holdingNo recordkeeper disclosed
Active participants
118
Accounts w/ balance
—
Plan assets (EOY)
$76.6M
Net assets (EOY)
$76.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
81
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity Total Market Index Fund Mutual Funds" is 38% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEPTOE LLP.
Plan sponsor
Name
STEPTOE LLP
EIN
52-1349790
Address
1330 CONNECTICUT AVENUE, N.W. · WASHINGTON, DC · 200361704
Phone
(202) 429-3000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
STEPTOE LLP
EIN
52-1349790
City
WASHINGTON, DC
Phone
(202) 429-3000
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOOMIS SAYLES & COMPANY LP | 04-3200030 | — | NONE | $36K | — |
| SCHWAB RETIRMENT PLAN SERVICES, INC | 34-1479833 | — | NONE | $24K | — |
| CHARLES SCHWAB AND CO INC | 94-1737782 | — | NONE | $0 | — |
Investments
5 direct securities · 2 pooled funds· $71.7M(94% 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
$52.9M
5 holdings
Common Collective Trust
$18.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund Mutual Funds | — | — | $15.6M | $27.2M | 35.5% | |
| Fidelity US Bond Index Fund Mutual Funds | — | — | $12.5M | $10.7M | 14.0% | |
| LOOMIS SAYLES CORE PLUS FIXINC LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | $9.6M | $10.7M | 13.9% | |
| SCHRODER INTL MULTI-CAP EQUITY SEI TRUST COMPANY · EIN 46-4869591 / PN 001 | Common Collective Trust | — | $6.2M | $8.1M | 10.6% | |
| Harding Loevner International Equity Mutual Funds | — | — | $7.0M | $7.9M | 10.3% | |
| Prime Property Fund Partnership Interest Fund | — | — | $6.9M | $7.0M | 9.2% | |
| Vanguard Federal Money Market Fund Money Market Fund | — | — | $67K | $67K | <0.1% |