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Original filing (PDF)20251014165432NAL0006873666002
MCGUIREWOODS LLP
Form 5500
FILING_RECEIVED
MCGUIREWOODS LLP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,898
Accounts w/ balance
3,180
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
19 pooled trusts
Schedule D
28 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 (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCGUIREWOODS LLP.
Plan sponsor
Name
MCGUIREWOODS LLP
EIN
54-0505857
Address
GATEWAY PLAZA, 800 EAST CANAL ST. · RICHMOND, VA · 232193956
Phone
(804) 775-1000
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
2025-10-14
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)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | — | SUNNYVALE, CA | NONE | $171K | — |
| T ROWE PRICE RPS INC | 52-1309931 | BALTIMORE, MD | NONE | $158K | — |
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $50K | — |
| FORVIS MAZARS LLP | 44-0160260 | CHARLOTTE, NC | NONE | $24K | — |
Investments
9 direct securities · 19 pooled funds· $1.1B(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.
Common Collective Trust
$838.0M
19 holdings
Uncategorized
$156.7M
8 holdings
Mutual Funds
$146.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index | Mutual Funds | — | — | $146.2M | 12.6% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $126.1M | 10.8% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $104.1M | 8.9% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $88.1M | 7.6% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $82.5M | 7.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $80.2M | 6.9% | |
| Self-Directed Brokerage Account * T. Rowe Price Trust Company Self-directed brokerage account | — | — | — | $67.1M | 5.8% | |
| TRP INST LARGE CAP GROWTH FUND T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $62.8M | 5.4% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $45.9M | 3.9% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $45.4M | 3.9% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $39.7M | 3.4% | |
| EARNEST PARTNERS SMALL MID CAP CORE SEI TRUST COMPANY · EIN 83-4540592 / PN 006 | Common Collective Trust | — | — | $37.5M | 3.2% | |
| Vanguard Total International Stock Index Signal | — | — | — | $32.5M | 2.8% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $31.0M | 2.7% | |
| Vanguard Total Bond Market Index ADM | — | — | — | $29.8M | 2.6% | |
| INTERNATIONAL EQUITY ACWI EX US ARROWSTREET · EIN 61-6553401 / PN 004 | Common Collective Trust | — | — | $28.5M | 2.4% | |
| CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $20.4M | 1.8% | |
| Dodge and Cox Stock Fund | — | — | — | $17.6M | 1.5% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $17.1M | 1.5% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $10.6M | 0.9% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $7.8M | 0.7% | |
| PRINCIPAL DIVERSE REAL ASSET PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $6.0M | 0.5% | |
| maturing through July 2035 | — | — | — | $5.5M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.2% | |
| Vanguard Total International Bond Index ADM | — | — | — | $2.1M | 0.2% | |
| RETIREMENT 2065 ACTIVE TRUST VANGUARD · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.1% | |
| BNY Mellon Global Fixed Income | — | — | — | $1.5M | 0.1% | |
| Vanguard Government Money Fund | — | — | — | $570K | <0.1% |