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Original filing (PDF)20251002095329NAL0000277713001
ALSTON & BIRD LLP
Form 5500
FILING_RECEIVED
A&B RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,599
Accounts w/ balance
2,525
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
16 pooled trusts
Schedule D
34 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 ALSTON & BIRD LLP.
Plan sponsor
Name
ALSTON & BIRD LLP
EIN
58-0137615
Address
1201 WEST PEACHTREE STREET · ATLANTA, GA · 303093424
Phone
(404) 881-7000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
RETIREMENT & INSURANCE COMMITTEE
EIN
58-0137615
City
WASHINGTON, DC
Phone
(202) 239-3300
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3F · Sponsor used leased employees
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | NONE | $178K | — |
| BILKEY KATZ INVESTMENT MANAGER | 13-4226829 | — | NONE | $140K | — |
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $10K | — |
Investments
18 direct securities · 16 pooled funds· $1.1B(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
$661.1M
16 holdings
Uncategorized
$436.0M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY CONTRAFUND COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $90.1M | 8.2% | |
| ENHANCED STOCK MARKET N CIT ALLSPRING · EIN 56-6288528 / PN 001 | Common Collective Trust | — | — | $85.8M | 7.8% | |
| INVESCO STABLE VALUE FUND INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $75.8M | 6.9% | |
| Vanguard - Dividend Growth Inv Mutual Fund | — | — | — | $59.5M | 5.4% | |
| TARGET RETIREMENT 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $58.0M | 5.3% | |
| TARGET RETIREMENT 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $57.6M | 5.3% | |
| TARGET RETIREMENT 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $53.8M | 4.9% | |
| TARGET RETIREMENT 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $50.3M | 4.6% | |
| TARGET RETIREMENT 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $45.7M | 4.2% | |
| Franklin - Growth Adv Mutual Fund | — | — | — | $43.0M | 3.9% | |
| Virtus - Zevenbergen Technology Instl Mutual Fund | — | — | — | $41.8M | 3.8% | |
| Vanguard - Equity-Income Adm Mutual Fund | — | — | — | $41.4M | 3.8% | |
| T. ROWE PRICE INSTL LCG MGD N CIT PRINCIPAL FINANCIAL GROUP · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $39.9M | 3.6% | |
| Vanguard - Mid Cap Index Instl Mutual Fund | — | — | — | $38.7M | 3.5% | |
| TARGET RETIREMENT 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $37.7M | 3.4% | |
| TARGET RETIREMENT 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $27.2M | 2.5% | |
| Dodge & Cox - Income X Mutual Fund | — | — | — | $25.1M | 2.3% | |
| Hartford - International Opportunities HLS IA Mutual Fund | — | — | — | $24.4M | 2.2% | |
| Vanguard - Global Equity Inv Mutual Fund | — | — | — | $21.8M | 2.0% | |
| Principal - SmallCap R6 Mutual Fund | — | — | — | $21.7M | 2.0% | |
| Fidelity - Low-Priced Stock Mutual Fund | — | — | — | $19.0M | 1.7% | |
| TARGET INCOME TRUST II FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $17.3M | 1.6% | |
| PRIMECAP - Odyssey Aggressive Growth Mutual Fund | — | — | — | $17.2M | 1.6% | |
| MFS - Mid Cap Value R6 Mutual Fund | — | — | — | $16.9M | 1.5% | |
| Vanguard - Total International Stock Index Instl Mutual Fund | — | — | — | $15.7M | 1.4% | |
| Allspring - Core Bond Instl Mutual Fund | — | — | — | $15.3M | 1.4% | |
| TARGET RETIREMENT 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $12.9M | 1.2% | |
| MFS - New Discovery Value R6 Mutual Fund | — | — | — | $11.7M | 1.1% | |
| Vanguard - Real Estate Index Instl Mutual Fund | — | — | — | $10.1M | 0.9% | |
| TARGET RETIREMENT 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $7.0M | 0.6% | |
| DFA - Emerging Markets Core Equity 2 I Mutual Fund | — | — | — | $6.8M | 0.6% | |
| PIMCO - All Asset Instl Mutual Fund | — | — | — | $5.8M | 0.5% | |
| TARGET RETIREMENT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.1% | |
| TARGET RETIREMENT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $1.0M | <0.1% |
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