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Original filing (PDF)20251009090222NAL0006326497001
FORDHARRISON LLP
Form 5500
FILING_RECEIVED
FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN
401(k) retirement plan
Active participants
159
Accounts w/ balance
192
Plan assets (EOY)
$52.1M
Net assets (EOY)
$52.1M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 57% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORDHARRISON LLP.
Plan sponsor
Name
FORDHARRISON LLP
EIN
58-1314995
Address
271 17TH STREET, NW · SUITE 1900 · ATLANTA, GA · 30363
Phone
(404) 888-3800
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RET. SOL., LLC | 13-3689044 | — | RECORDKEEPER | $31K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $90K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKERAGE | $50 | — |
Investments
42 direct securities· $50.2M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral 13,052 # | — | — | — | $7.1M | 13.6% | |
| Vanguard Target Retirement 2040 Inv 88,021 # | — | — | — | $3.8M | 7.3% | |
| Vanguard Target Retirement 2025 Inv 185,987 # | — | — | — | $3.5M | 6.7% | |
| Vanguard Target Retirement 2030 Inv 72,720 # | — | — | — | $2.8M | 5.3% | |
| American Funds New Perspective R6 40,174 # | — | — | — | $2.5M | 4.8% | |
| Vanguard Mid Cap Index Adm 7,081 # | — | — | — | $2.3M | 4.4% | |
| Vanguard Small Cap Index Adm 19,926 # | — | — | — | $2.3M | 4.4% | |
| Personal Choice Retirement Accounts 1,959,607 # | — | — | — | $2.0M | 3.8% | |
| Vanguard Target Retirement 2035 Inv 66,848 # | — | — | — | $1.6M | 3.1% | |
| Vanguard Target Retirement 2045 Inv 53,265 # | — | — | — | $1.6M | 3.0% | |
| Vanguard Total Bond Market Index Adm 162,387 # | — | — | — | $1.5M | 3.0% | |
| PRIMECAP Odyssey Growth 39,692 # | — | — | — | $1.4M | 2.6% | |
| Transamerica Stable Value Strategy Account 102,623 # | — | — | — | $1.4M | 2.6% | |
| FPA Crescent 32,867 # | — | — | — | $1.3M | 2.5% | |
| Vanguard Target Retirement 2020 Inv 49,033 # | — | — | — | $1.3M | 2.5% | |
| First Eagle Global I 18,811 # | — | — | — | $1.3M | 2.4% | |
| Vanguard Dvlp Mrkts Indx Admrl 80,903 # | — | — | — | $1.2M | 2.4% | |
| First Eagle Overseas I 49,504 # | — | — | — | $1.2M | 2.3% | |
| Vanguard Equity-Income Adm 13,616 # | — | — | — | $1.2M | 2.3% | |
| AMG Yacktman I 39,564 # | — | — | — | $885K | 1.7% | |
| Vanguard Wellesley Income Adm 14,676 # | — | — | — | $880K | 1.7% | |
| PIMCO Income Instl 83,147 # | — | — | — | $875K | 1.7% | |
| American Funds Capital World G/I R6 12,454 # | — | — | — | $791K | 1.5% | |
| Vanguard Target Retirement 2050 Inv 12,544 # | — | — | — | $625K | 1.2% | |
| DoubleLine Total Return N 71,387 # | — | — | — | $619K | 1.2% | |
| American Funds Fundamental Invs R6 7,603 # | — | — | — | $614K | 1.2% | |
| Vanguard Emerging Mkts Stock Idx Adm 15,548 # | — | — | — | $572K | 1.1% | |
| Osterweis Strategic Income 44,544 # | — | — | — | $499K | 1.0% | |
| Vanguard Inflation Protected Secs Adm 20,787 # | — | — | — | $468K | 0.9% | |
| Invesco Developing Markets Y 9,074 # | — | — | — | $346K | 0.7% | |
| Vanguard Interm-Term Bond Index Adm 29,612 # | — | — | — | $300K | 0.6% | |
| dates from March 2025 to November 2030 # | — | — | — | $256K | 0.5% | |
| Loomis Sayles Strategic Income Y 20,748 # | — | — | — | $249K | 0.5% | |
| Vanguard Target Retirement 2055 Inv 3,856 # | — | — | — | $214K | 0.4% | |
| Vanguard Target Retirement 2060 Inv 4,046 # | — | — | — | $207K | 0.4% | |
| Oakmark International Investor 7,419 # | — | — | — | $186K | 0.4% | |
| T. Rowe Price Global Technology 7,029 # | — | — | — | $147K | 0.3% | |
| Vanguard Target Retirement Income Inv 10,907 # | — | — | — | $143K | 0.3% | |
| American Funds Inc Fund of Amer R6 2,051 # | — | — | — | $50K | <0.1% | |
| American Funds Capital Inc Bldr R6 722 # | — | — | — | $50K | <0.1% | |
| Vanguard Target Retirement 2065 Inv 706 # | — | — | — | $24K | <0.1% | |
| Mirova Global Sustainable Equity A 757 # | — | — | — | $15K | <0.1% |
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