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Original filing (PDF)20251015081314NAL0004039825001
ARNOLD & PORTER KAYE SCHOLER LLP
Form 5500
FILING_RECEIVED
ARNOLD & PORTER PROFIT-SHARING AND 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 2
No recordkeeper disclosed21 service providers
Active participants
1,788
Accounts w/ balance
2,984
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
10 pooled trusts
Schedule D
32 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARNOLD & PORTER KAYE SCHOLER LLP.
Plan sponsor
Name
ARNOLD & PORTER KAYE SCHOLER LLP
EIN
53-0208605
Address
601 MASSACHUSETTS AVE., N.W. · WASHINGTON, DC · 200013743
Phone
(202) 942-5000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
21 rowsOther
21| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $108K | — |
| CHEVY CHASE TRUST COMPANY | 52-2037618 | — | NONE | $88K | — |
| FRONTIER ASSET MANAGEMENT | 83-0331917 | — | NONE | $51K | — |
| ROBERT W BAIRD & CO | 39-6037917 | — | NONE | $44K | — |
| LMCG INVESTMENTS LLC | 27-0282607 | — | NONE | $30K | — |
| MIRACLE MILE ADVISORS LLC | 20-8196553 | — | NONE | $26K | — |
| INVICTUS PRIVATE WEALTH LLC | 88-1075317 | — | NONE | $25K | — |
| ASPIRIANT LLC | 26-1518255 | — | NONE | $24K | — |
| TRUEPOINT INC | 31-1306367 | — | NONE | $24K | — |
| CRANBROOK WEALTH MANAGEMENT | 20-1198595 | — | NONE | $23K | — |
| MANNING & NAPIER ADVISORS LLC | 45-3240790 | — | NONE | $21K | — |
| MCLEAN ASSET MANAGEMENT CORPOR | 54-1289825 | — | NONE | $20K | — |
| MANNING & NAPIER GROUP LLC | 45-3328488 | — | NONE | $18K | — |
| OSAIC ADVISORY SERVICES LLC | 46-5391363 | — | NONE | $16K | — |
| HIGHTOWER ADVISORS LLC | 36-4500709 | — | NONE | $16K | — |
| SAX WEALTH ADVISORS LLC | 22-3645620 | — | NONE | $14K | — |
| SAGE RUTTY & CO INC | 16-0620690 | — | NONE | $12K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $11K | — |
| CAPLAN FINANCIAL GROUP LLC | 20-3890047 | — | NONE | $8K | — |
| EVERMAY WEALTH MANAGEMENT LLC | 90-0439516 | — | NONE | $7K | — |
| HEMINGTON WEALTH MANAGEMENT LL | 46-3425132 | — | NONE | $7K | — |
Investments
22 direct securities · 10 pooled funds· $1.6B(98% 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
$1.1B
21 holdings
Common Collective Trust
$419.5M
10 holdings
Mutual Funds
$741K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group, Inc. Vanguard Instl Index Pl N/R | — | — | — | $256.4M | 16.2% | |
| The Vanguard Group, Inc. Vanguard Growth Index Instl N/R | — | — | — | $222.1M | 14.1% | |
| Individually-Directed Brokerage Accounts Various N/R | — | — | — | $175.5M | 11.1% | |
| FIDELITY CONTRA COMM POOL C1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $99.8M | 6.3% | |
| Money Market Fund The Vanguard Group, Inc. Vanguard Cash Reserves Federal Money Market N/R | — | — | — | $65.7M | 4.2% | |
| JPMCB SMART RET PB 2030 JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $65.1M | 4.1% | |
| Dodge & Cox Funds Dodge & Cox Income Fund N/R | — | — | — | $64.8M | 4.1% | |
| T Rowe Price T Rowe Price Midcap Growth I N/R | — | — | — | $60.3M | 3.8% | |
| The Vanguard Group, Inc. Vanguard Value Index Instl N/R | — | — | — | $57.3M | 3.6% | |
| The Vanguard Group, Inc. Vanguard Sm Cap Index Instl N/R | — | — | — | $53.4M | 3.4% | |
| JPMCB SMART RET PB 2025 JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $48.9M | 3.1% | |
| JPMCB SMART RET PB 2035 JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $43.6M | 2.8% | |
| JPMCB SMART RET PB 2055 JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $37.7M | 2.4% | |
| JPMCB SMART RET PB 2040 JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $36.7M | 2.3% | |
| Europacific Asset Management Europacific Growth R6 N/R | — | — | — | $36.2M | 2.3% | |
| The Vanguard Group, Inc. Vanguard Midcap Index Instl N/R | — | — | — | $34.9M | 2.2% | |
| JPMCB SMART RET PB 2045 JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $30.7M | 1.9% | |
| The Vanguard Group, Inc. Vanguard Shrt Term Bond Instl N/R | — | — | — | $29.5M | 1.9% | |
| JPMCB SMART RET PB 2050 JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $28.2M | 1.8% | |
| The Vanguard Group, Inc. Vanguard Developed Mkts Indx Inst N/R | — | — | — | $23.3M | 1.5% | |
| JPMCB SMART RET PB 2020 JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $20.3M | 1.3% | |
| Dimensional Fund Advisors LP DFA Emerging Markets N/R | — | — | — | $10.9M | 0.7% | |
| Dimensional Fund Advisors LP DFA U.S. Large Cap Value N/R | — | — | — | $9.3M | 0.6% | |
| The Vanguard Group, Inc. Vanguard Shrt Term Infl Pro N/R | — | — | — | $8.6M | 0.5% | |
| JPMCB SMART RET PB INCOME JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $8.4M | 0.5% | |
| Dimensional Fund Advisors LP DFA U.S. Targeted Value Cl I N/R | — | — | — | $8.0M | 0.5% | |
| Dimensional Fund Advisors LP DFA Real Estate Securities N/R | — | — | — | $5.4M | 0.3% | |
| Dimensional Fund Advisors LP DFA Five Year Glob Fixed Inc N/R | — | — | — | $5.1M | 0.3% | |
| Participant Loans Interest rates: 4.25% to 10.50% $0 | — | — | — | $4.0M | 0.3% | |
| Dimensional Fund Advisors LP DFA Intl Small Cap Value N/R | — | — | — | $3.2M | 0.2% | |
| Fidelity Investments Fidelity US Sustainability Idx N/R | — | — | — | $2.0M | 0.1% | |
| Calvert Intl Responsible Idx A Calvert Intl Responsible Idx A N/R | Mutual Funds | — | — | $741K | <0.1% |