Original filing (PDF)20251015093358NAL0002088115001

LOCKE LORD LLP

Name: LOCKE LORD LLP — LOCKE LORD LLP 2017 PARTNERS CASH BALANCE PLAN, Form 5500 (2024)
Creator: LOCKE LORD LLP

Form 5500

FILING_RECEIVED

LOCKE LORD LLP 2017 PARTNERS CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 1

77% in single holding

Active participants

241

Accounts w/ balance

—

Plan assets (EOY)

$73.0M

Net assets (EOY)

$73.0M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCKE LORD LLP.

Plan sponsor

Name

LOCKE LORD LLP

EIN

74-1164324

Address

2200 ROSS AVENUE SUITE 2800 · DALLAS, TX · 752012748

Phone

(214) 740-8000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

012

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

WHITLEY PENN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL CUSTODY SOLUTIONS	51-0099493	WACO, TX	TRUSTEE RECORDKEEPER	$20K	—

Investments

2 direct securities· $72.8M(100% of reported assets)

Cash / Money Market

$56.3M

1 holding

Other securities

$16.6M

1 holding

PI						% of plan
	Allspring Global Allspring Government Money Market Fund	Cash / Money Market	—	$56.3M	$56.3M	77.0%
	Payden & Rygel Payden Limited Maturity Fund	Other securities	—	$16.5M	$16.6M	22.7%

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