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Original filing (PDF)20250919091925NAL0002863891001
ARENTFOX SCHIFF LLP
Form 5500
FILING_RECEIVED
SCHIFF HARDIN LLP INCENTIVE SAVINGS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
289
Accounts w/ balance
526
Plan assets (EOY)
$218.4M
Net assets (EOY)
$218.4M
How this plan invests
This plan
30 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 (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARENTFOX SCHIFF LLP.
Plan sponsor
Name
ARENTFOX SCHIFF LLP
EIN
53-0214923
Address
1717 K STREET NW · WASHINGTON, DC · 20006
Phone
(312) 258-4608
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
2025-09-19
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $83K | — |
Investments
30 direct securities· $218.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Fund Mutual Fund | — | — | — | $34.2M | 15.6% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $33.3M | 15.2% | |
| Harbor Capital Appreciation Fund Mutual Fund | — | — | — | $32.3M | 14.8% | |
| Dodge & Cox Stock Fund Mutual Fund | — | — | — | $24.1M | 11.0% | |
| Individually Directed Brokerage Accounts Various Investments | — | — | — | $20.9M | 9.5% | |
| MassMutual SAGIC Fund Group Annuity Contract | — | — | — | $9.1M | 4.2% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $7.4M | 3.4% | |
| Hartford International Opportunities Fund Mutual Fund | — | — | — | $6.8M | 3.1% | |
| Vanguard Small-Cap Index Fund Mutual Fund | — | — | — | $5.6M | 2.6% | |
| Pioneer Bond Fund Mutual Fund | — | — | — | $5.4M | 2.5% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $5.1M | 2.3% | |
| Vanguard Short-Term Investment-Grade Fund Mutual Fund | — | — | — | $4.5M | 2.1% | |
| Party Collateral, Par or Maturity Value American Century Mid Cap Value Fund Mutual Fund | — | — | — | $4.1M | 1.9% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $3.9M | 1.8% | |
| Oakmark Equity and Income Fund Investor Mutual Fund | — | — | — | $2.8M | 1.3% | |
| DFA International Small Company Portfolio Mutual Fund | — | — | — | $2.8M | 1.3% | |
| Hartford Dividend & Growth Fund Mutual Fund | — | — | — | $2.7M | 1.2% | |
| Vanguard Wellesley Income Fund Mutual Fund | — | — | — | $1.8M | 0.8% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $1.8M | 0.8% | |
| Vanguard Intermediate-Term Investment-Grade Fund Mutual Fund | — | — | — | $1.6M | 0.7% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $1.6M | 0.7% | |
| Janus Henderson Enterprise Fund Mutual Fund | — | — | — | $1.5M | 0.7% | |
| DFA Emerging Markets Core Equity I Mutual Fund | — | — | — | $1.1M | 0.5% | |
| Vanguard Explorer Fund Mutual Fund | — | — | — | $1.0M | 0.5% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $941K | 0.4% | |
| PGIM High-Yield Fund Mutual Fund | — | — | — | $821K | 0.4% | |
| TCW Emerging Markets Income Fund Mutual Fund | — | — | — | $559K | 0.3% | |
| Vanguard Small-Cap Value Index Fund Mutual Fund | — | — | — | $411K | 0.2% | |
| Notes Receivable from Participants Various participants, rates from 4.40% to 10.50% | — | — | — | $368K | 0.2% | |
| MassMutual US Government Money Market Fund Mutual Fund | — | — | — | $4K | <0.1% |