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Original filing (PDF)20250801142007NAL0007251281001
ARENTFOX SCHIFF LLP
Form 5500
FILING_RECEIVED
ARENTFOX SCHIFF PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
769
Accounts w/ balance
998
Plan assets (EOY)
$296.9M
Net assets (EOY)
$296.9M
How this plan invests
This plan
15 pooled trusts
Schedule D
23 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 (0 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 NORTHWEST · WASHINGTON DC, DC · 20006
Phone
(202) 350-3645
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
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)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $589 | — |
Investments
8 direct securities · 15 pooled funds· $296.9M(100% 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.
Common Collective Trust
$147.5M
10 holdings
Uncategorized
$143.4M
8 holdings
Pooled Separate Account
$6.0M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Inst Mutual Fund | — | — | — | $62.6M | 21.1% | |
| NT COL SANDP 500 IDX FD - DC - NL - NORTHERN FUNDS · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $45.5M | 15.3% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $31.3M | 10.5% | |
| Fidelity Contra Fund Mutual Fund | — | — | — | $30.1M | 10.2% | |
| Empower Annuity Insurance Co. Principal Preservation Separate Account Stable Value Fund | — | — | — | $28.1M | 9.4% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $19.5M | 6.6% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $15.5M | 5.2% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $13.6M | 4.6% | |
| MASSMUTUAL SMALL CAP GR EQ CIT FEE GREAT GRAY · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $10.3M | 3.5% | |
| Individually Directed Brokerage Accounts Various Investments | — | — | — | $9.5M | 3.2% | |
| Allspring Special Small Cap Value Mutual Fund | — | — | — | $6.1M | 2.1% | |
| JohnHancock Disciplined Value Mutual Fund | — | — | — | $5.6M | 1.9% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $3.9M | 1.3% | |
| NT COL ACWI EX-US IMI FD - DC - NL NORTHERN FUNDS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $3.7M | 1.3% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $3.6M | 1.2% | |
| NT COL AGG BOND INDEX FUND - NL - 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $2.8M | 0.9% | |
| NT COL EXT EQ MKT IDX FD - DC - NL NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $1.4M | 0.5% | |
| Notes Receivable from Participants Various participants, rates from 5.25% to 10.50% | — | — | — | $1.0M | 0.3% | |
| INCOMEFLEX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $1.0M | 0.3% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $846K | 0.3% | |
| INCOMEFLEX SELECT CONSERVATIVE GROW EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $380K | 0.1% | |
| Vanguard Real Estate Index Adm Mutual Fund | — | — | — | $196K | <0.1% | |
| INCOMEFLEX SELECT INCOME & EQUITY F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $164K | <0.1% |
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