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Original filing (PDF)20250902130413NAL0008777683001
BRACEWELL LLP
Form 5500
FILING_RECEIVED
BRACEWELL LLP 401(K) PLAN B
Defined-contribution retirement plan
Active participants
169
Accounts w/ balance
260
Plan assets (EOY)
$93.3M
Net assets (EOY)
$93.3M
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
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
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 | -$9K | — |
Investments
32 direct securities · 1 pooled fund· $89.1M(95% 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
$88.9M
32 holdings
Common Collective Trust
$192K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund - | — | — | — | $11.0M | 11.8% | |
| American Century Select R6 Mutual fund - | — | — | — | $9.9M | 10.6% | |
| Vanguard Target Retirement 2030 Fund Mutual fund - | — | — | — | $8.4M | 9.0% | |
| Vanguard Target Retirement 2035 Fund Mutual fund - | — | — | — | $8.2M | 8.8% | |
| Fidelity Retirement Government Money Market Money market fund - | — | — | — | $7.5M | 8.0% | |
| Vanguard Target Retirement 2040 Fund Mutual fund - | — | — | — | $6.8M | 7.3% | |
| Fidelity Puritan K Fund Mutual fund - | — | — | — | $5.1M | 5.5% | |
| Vanguard Target Retirement 2045 Fund Mutual fund - | — | — | — | $4.4M | 4.7% | |
| Self-Directed Brokerage Account Brokerage link account - | — | — | — | $3.3M | 3.5% | |
| Janus Henderson Enterprise Fund Mutual fund - | — | — | — | $2.6M | 2.7% | |
| PIMCO Total Return Institutional Fund Mutual fund - | — | — | — | $2.6M | 2.7% | |
| Vanguard Target Retirement 2025 Fund Mutual fund - | — | — | — | $2.1M | 2.3% | |
| Vanguard Target Retirement 2050 Fund Mutual fund - | — | — | — | $2.0M | 2.1% | |
| MFS International Diversification Fund Class R6 Mutual fund - | — | — | — | $1.8M | 2.0% | |
| Voya Corp Ldrs 100 Class I Mutual fund - | — | — | — | $1.8M | 1.9% | |
| Fidelity Mid Cap Index Mutual fund - | — | — | — | $1.6M | 1.7% | |
| Brown Advisory Small-Cap Growth Fund Mutual fund - | — | — | — | $1.3M | 1.4% | |
| Allspring Special MidCap Value Fund Class R6 Mutual fund - | — | — | — | $1.2M | 1.3% | |
| Pioneer Bond Fund Class K Mutual fund - | — | — | — | $1.2M | 1.3% | |
| Vanguard Target Retirement Inc Mutual fund - | — | — | — | $1.0M | 1.1% | |
| Vanguard Target Retirement 2065 Fund Mutual fund - | — | — | — | $1.0M | 1.1% | |
| Fidelity Emerging Markets K Fund Mutual fund - | — | — | — | $773K | 0.8% | |
| Vanguard Target Retirement 2020 Fund Mutual fund - | — | — | — | $734K | 0.8% | |
| Fidelity Small Cap Index Mutual fund - | — | — | — | $575K | 0.6% | |
| Vanguard Target Retirement 2055 Fund Mutual fund - | — | — | — | $506K | 0.5% | |
| C&S Real Estate Z Mutual fund - | — | — | — | $414K | 0.4% | |
| Fidelity Total International Index Fund Mutual fund - | — | — | — | $356K | 0.4% | |
| Vanguard Target Retirement 2060 Fund Mutual fund - | — | — | — | $268K | 0.3% | |
| Fidelity Managed Income Portfolio II - Class 2 Collective trust fund - | — | — | — | $192K | 0.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $192K | 0.2% | |
| MFS New Discovery Value Fund Class R6 Mutual fund - | — | — | — | $187K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual fund - | — | — | — | $125K | 0.1% | |
| Fidelity U.S. Bond Index Fund Mutual fund - | — | — | — | $23K | <0.1% |