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Original filing (PDF)20251014105959NAL0005581746001
TROUTMAN PEPPER HAMILTON SANDERS LLP
Form 5500
FILING_RECEIVED
TROUTMAN PEPPER DEFINED CONTRIBUTION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,871
Accounts w/ balance
3,359
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
17 pooled trusts
Schedule D
33 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 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TROUTMAN PEPPER HAMILTON SANDERS LLP.
Plan sponsor
Name
TROUTMAN PEPPER HAMILTON SANDERS LLP
EIN
58-0946915
Address
600 PEACHTREE ST NE, SUITE 3000 · ATLANTA, GA · 303082216
Phone
(404) 885-3000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
TROUTMAN PEPPER RETIREMENT AND DISABILITY COMMITTEE
EIN
58-1283268
City
ATLANTA, GA
Phone
(404) 885-3000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP | 23-1945930 | — | NONE | $198K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $87K | — |
Investments
19 direct securities · 17 pooled funds· $1.2B(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
$580.0M
17 holdings
Uncategorized
$579.5M
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Instl Plus Shares Mutual Fund | — | — | — | $181.5M | 15.3% | |
| JPMCB LARGE CAP GROWTH FUND JPMCB IS JP MORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $143.1M | 12.1% | |
| Vanguard Wellington Fund Admiral Shares Mutual Fund | — | — | — | $77.0M | 6.5% | |
| Vanguard Mid-Cap Index Fund Institutional Shares Mutual Fund | — | — | — | $63.6M | 5.4% | |
| TFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $61.6M | 5.2% | |
| Vanguard Windsor II Fund Admiral Shares Mutual Fund | — | — | — | $60.1M | 5.1% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $59.3M | 5.0% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $55.7M | 4.7% | |
| VANGUARD RET SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $50.8M | 4.3% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $49.4M | 4.2% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $46.2M | 3.9% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $35.7M | 3.0% | |
| Dodge & Cox Income Fund; Class X Mutual Fund | — | — | — | $32.7M | 2.8% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $31.3M | 2.6% | |
| Vanguard International Growth Fund Admiral Shares Mutual Fund | — | — | — | $28.8M | 2.4% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $26.5M | 2.2% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $21.1M | 1.8% | |
| Dodge & Cox International Stock Fund; Class X Mutual Fund | — | — | — | $19.1M | 1.6% | |
| Macquarie Small Cap Core Fund; Institutional Class Mutual Fund | — | — | — | $16.9M | 1.4% | |
| Vanguard Intermediate-Term Treasury Fund: Adm Shr Mutual Fund | — | — | — | $16.2M | 1.4% | |
| Artisan Mid-Cap Fund; Institutional Shares Mutual Fund | — | — | — | $15.4M | 1.3% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $13.3M | 1.1% | |
| Vanguard Total International Stock Index Fund: Inst'l Shr Mutual Fund | — | — | — | $12.9M | 1.1% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $10.1M | 0.8% | |
| Vanguard Inflation-Protected Securities Fund: Inst'l Shares Mutual Fund | — | — | — | $9.1M | 0.8% | |
| JPMorgan Emerging Markets Equity Fund; Class R6 Mutual Fund | — | — | — | $7.4M | 0.6% | |
| COHEN & STEERS U.S. REALTY FUN COHEN & STEERS CAPITAL MANAGEMENT, INC. · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $4.8M | 0.4% | |
| Participant Loans Various participants; interest rates from 4.25% 9.50% | — | — | — | $4.6M | 0.4% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.2% | |
| Invesco International Bond Fund; Class R6 Mutual Fund | — | — | — | $1.9M | 0.2% | |
| Vanguard Treasury Money Market Fund Mutual Fund | — | — | — | $571K | <0.1% | |
| Vanguard Target Retirement Income & Growth Trust I Common Collective Trust Fund | — | — | — | $240K | <0.1% | |
| TGT RET INC & GROW TRII VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $240K | <0.1% | |
| Vanguard Target Retirement 2070 Trust I Common Collective Trust Fund | — | — | — | $104K | <0.1% | |
| TGT RETIRE 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $104K | <0.1% | |
| VFTC TARGET RET 2015 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083984 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |