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Original filing (PDF)20250911070004NAL0000094657001
BOIES SCHILLER FLEXNER LLP
Form 5500
FILING_RECEIVED
BOIES SCHILLER FLEXNER LLP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
358
Accounts w/ balance
808
Plan assets (EOY)
$175.5M
Net assets (EOY)
$175.5M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOIES SCHILLER FLEXNER LLP.
Plan sponsor
Name
BOIES SCHILLER FLEXNER LLP
EIN
65-1160056
Address
1401 NEW YORK AVENUE · 12TH FLOOR · WASHINGTON, DC · 20005
Phone
(202) 237-2727
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
2025-09-11
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
UHYLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$25K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | CONSULTANT | $8K | — |
Investments
38 direct securities · 1 pooled fund· $175.5M(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
$175.5M
38 holdings
Common Collective Trust
$13K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity | — | — | — | $36.3M | 20.7% | |
| Fidelity | — | — | — | $17.3M | 9.9% | |
| Fidelity | — | — | — | $11.9M | 6.8% | |
| Fidelity | — | — | — | $10.9M | 6.2% | |
| Fidelity | — | — | — | $9.3M | 5.3% | |
| Fidelity | — | — | — | $8.8M | 5.0% | |
| Fidelity | — | — | — | $8.5M | 4.8% | |
| Fidelity | — | — | — | $7.8M | 4.4% | |
| Fidelity | — | — | — | $7.3M | 4.2% | |
| Fidelity | — | — | — | $6.4M | 3.7% | |
| Fidelity | — | — | — | $5.5M | 3.1% | |
| Fidelity | — | — | — | $5.1M | 2.9% | |
| Fidelity | — | — | — | $4.8M | 2.7% | |
| Fidelity | — | — | — | $4.1M | 2.3% | |
| Fidelity | — | — | — | $3.2M | 1.8% | |
| Fidelity | — | — | — | $3.1M | 1.7% | |
| Fidelity | — | — | — | $2.9M | 1.7% | |
| Fidelity | — | — | — | $2.6M | 1.5% | |
| Fidelity | — | — | — | $2.5M | 1.4% | |
| Fidelity | — | — | — | $2.1M | 1.2% | |
| Fidelity | — | — | — | $2.1M | 1.2% | |
| INVS | — | — | — | $2.0M | 1.2% | |
| C&S | — | — | — | $1.8M | 1.0% | |
| JP Morgan | — | — | — | $1.6M | 0.9% | |
| Fidelity | — | — | — | $1.3M | 0.8% | |
| Fidelity | — | — | — | $1.1M | 0.6% | |
| Fidelity | — | — | — | $967K | 0.6% | |
| TRP | — | — | — | $731K | 0.4% | |
| Fidelity | — | — | — | $690K | 0.4% | |
| Fidelity | — | — | — | $634K | 0.4% | |
| MFS | — | — | — | $618K | 0.4% | |
| Participant Loans | — | — | — | $506K | 0.3% | |
| Fidelity | — | — | — | $443K | 0.3% | |
| Fidelity | — | — | — | $271K | 0.2% | |
| Fidelity | — | — | — | $236K | 0.1% | |
| Fidelity | — | — | — | $103K | <0.1% | |
| Fidelity | — | — | — | $13K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $13K | <0.1% | |
| Fidelity | — | — | — | $251 | <0.1% |
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