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Original filing (PDF)20250902131151NAL0014422945001
BRACEWELL LLP
Form 5500
FILING_RECEIVED
BRACEWELL LLP 401(K) PLAN A
Defined-contribution retirement plan
Active participants
412
Accounts w/ balance
760
Plan assets (EOY)
$258.0M
Net assets (EOY)
$258.0M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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 BRACEWELL LLP.
Plan sponsor
Name
BRACEWELL LLP
EIN
74-1024827
Address
711 LOUISIANA STREET · SUITE 2300 · HOUSTON, TX · 77002
Phone
(713) 221-2300
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
2025-09-02
Pension benefit codes
2S · Automatic enrollment
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$33K | — |
Investments
32 direct securities · 1 pooled fund· $253.3M(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.
Uncategorized
$253.1M
32 holdings
Common Collective Trust
$193K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Century Select R6 Mutual fund - | — | — | — | $49.0M | 19.0% | |
| Fidelity 500 Index Mutual fund - | — | — | — | $41.1M | 15.9% | |
| Fidelity Puritan K Fund Mutual fund - | — | — | — | $19.1M | 7.4% | |
| Self-Directed Brokerage Account Brokerage link account - | — | — | — | $15.5M | 6.0% | |
| Vanguard Target Retirement 2030 Fund Mutual fund - | — | — | — | $12.2M | 4.7% | |
| Vanguard Target Retirement 2045 Fund Mutual fund - | — | — | — | $11.7M | 4.6% | |
| Vanguard Target Retirement 2035 Fund Mutual fund - | — | — | — | $11.1M | 4.3% | |
| Vanguard Target Retirement 2040 Fund Mutual fund - | — | — | — | $10.7M | 4.1% | |
| Vanguard Target Retirement 2050 Fund Mutual fund - | — | — | — | $10.1M | 3.9% | |
| Voya Corp Ldrs 100 Class I Mutual fund - | — | — | — | $8.0M | 3.1% | |
| Fidelity Retirement Government Money Market Money market fund - | — | — | — | $7.8M | 3.0% | |
| Janus Henderson Enterprise Fund Mutual fund - | — | — | — | $7.5M | 2.9% | |
| Vanguard Target Retirement 2055 Fund Mutual fund - | — | — | — | $6.3M | 2.4% | |
| Vanguard Target Retirement 2025 Fund Mutual fund - | — | — | — | $5.8M | 2.2% | |
| PIMCO Total Return Institutional Fund Mutual fund - | — | — | — | $5.5M | 2.1% | |
| MFS International Diversification Fund Class R6 Mutual fund - | — | — | — | $5.0M | 2.0% | |
| Fidelity Mid Cap Index Mutual fund - | — | — | — | $4.7M | 1.8% | |
| Vanguard Institutional Target Retirement Mutual fund - | — | — | — | $3.6M | 1.4% | |
| Allspring Special Mid Cap Value Fund Class R6 Mutual fund - | — | — | — | $3.1M | 1.2% | |
| Brown Advisory Small-Cap Growth Fund Mutual fund - | — | — | — | $2.7M | 1.0% | |
| Vanguard Target Retirement 2060 Fund Mutual fund - | — | — | — | $2.4M | 0.9% | |
| Fidelity Emerging Markets K Fund Mutual fund - | — | — | — | $2.0M | 0.8% | |
| C&S Real Estate Z Mutual fund - | — | — | — | $1.6M | 0.6% | |
| Pioneer Bond Fund Class K Mutual fund - | — | — | — | $1.4M | 0.5% | |
| Vanguard Target Retirement 2020 Fund Mutual fund - | — | — | — | $1.2M | 0.5% | |
| Fidelity Small Cap Index Mutual fund - | — | — | — | $1.1M | 0.4% | |
| Vanguard Target Retirement 2065 Fund Mutual fund - | — | — | — | $990K | 0.4% | |
| Fidelity Total International Index Fund Mutual fund | — | — | — | $791K | 0.3% | |
| MFS New Discovery Value Fund Class R6 Mutual fund - | — | — | — | $609K | 0.2% | |
| Fidelity U.S. Bond Index Fund Mutual fund - | — | — | — | $309K | 0.1% | |
| Fidelity Managed Income Portfolio II - Class 2 Collective trust fund - | — | — | — | $193K | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $193K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual fund - | — | — | — | $138K | <0.1% |