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Original filing (PDF)20251112154422NAL0000285601001
EVERSHEDS SUTHERLAND (US) LLP
Form 5500
FILING_RECEIVED
EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN B
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
321
Accounts w/ balance
448
Plan assets (EOY)
$70.2M
Net assets (EOY)
$70.2M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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 (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERSHEDS SUTHERLAND (US) LLP.
Plan sponsor
Name
EVERSHEDS SUTHERLAND (US) LLP
EIN
58-0619407
Address
700 SIXTH STREET NW, SUITE 700 · WASHINGTON, DC · 20001
Phone
(202) 383-0100
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $9K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $4K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $3K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
27 direct securities · 1 pooled fund· $129.1M(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.
Uncategorized
$64.5M
27 holdings
Master Trust
$64.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EVERSHEDS SUTHERLAND MASTER RET TR EVERSHEDS SUTHERLAND(US) LLP · EIN 58-0619407 / PN 006 | Master Trust | — | — | $64.5M | 92.0% | |
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $14.9M | 21.2% | |
| HARBOR CAPITAL APPREC CIT CL 5 Common Collective Trust Fund | — | — | — | $5.0M | 7.1% | |
| PCRA Self-Directed Brokerage Account | — | — | — | $4.4M | 6.3% | |
| DODGE & COX STOCK FUND X Registered Investment Company | — | — | — | $4.2M | 6.0% | |
| VANGUARD TARGET RET 2025 II Common Collective Trust Fund | — | — | — | $3.3M | 4.8% | |
| GOLDMAN SACHS SV INST CL 1 Common Collective Trust Fund | — | — | — | $3.2M | 4.6% | |
| VANGUARD TARGET RET 2020 II Common Collective Trust Fund | — | — | — | $3.2M | 4.5% | |
| VANGUARD RET INCOME TRUST II Common Collective Trust Fund | — | — | — | $3.1M | 4.4% | |
| FIDELITY TOTAL INTERN INDEX Registered Investment Company | — | — | — | $2.6M | 3.8% | |
| VANGUARD TARGET RET 2030 II Common Collective Trust Fund | — | — | — | $2.5M | 3.5% | |
| VANGUARD TARGET RET 2035 II Common Collective Trust Fund | — | — | — | $2.2M | 3.1% | |
| VANGUARD TARGET RET 2040 II Common Collective Trust Fund | — | — | — | $2.1M | 3.0% | |
| FIDELITY US BOND INDEX Registered Investment Company | — | — | — | $2.1M | 3.0% | |
| VANGUARD TARGET RET 2045 II Common Collective Trust Fund | — | — | — | $2.1M | 3.0% | |
| PIMCO TOTAL RETURN FUND Registered Investment Company | — | — | — | $2.0M | 2.8% | |
| ARTISAN MIDCAP INSTL Registered Investment Company | — | — | — | $1.9M | 2.8% | |
| VANGUARD TARGET RET 2050 II Common Collective Trust Fund | — | — | — | $1.3M | 1.9% | |
| AMCENT US SMCAP VAL EQ TRUST 1 Common Collective Trust Fund | — | — | — | $1.1M | 1.6% | |
| DODGE & COX INTL STOCK X Registered Investment Company | — | — | — | $868K | 1.2% | |
| PRINCIPAL REAL ESTATE SEC R6 Registered Investment Company | — | — | — | $751K | 1.1% | |
| VANGUARD TARGET RET 2055 II Common Collective Trust Fund | — | — | — | $738K | 1.1% | |
| FIDELITY EXTENDED MARKET INDEX Registered Investment Company | — | — | — | $373K | 0.5% | |
| VANGUARD TARGET RET 2060 II Common Collective Trust Fund | — | — | — | $290K | 0.4% | |
| VANGUARD FED MONEY MARKET FUND Money Market / Cash Equivalent | — | — | — | $181K | 0.3% | |
| CLEARBRIDGE SMCAP GROWTH CIT Common Collective Trust Fund | — | — | — | $140K | 0.2% | |
| VANGUARD TARGET RET 2065 II Common Collective Trust Fund | — | — | — | $10K | <0.1% | |
| VANGUARD TARGET RET 2070 II Common Collective Trust Fund | — | — | — | $1K | <0.1% |