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Original filing (PDF)20250927193046NAL0009459489002
BAKER BOTTS L.L.P
Form 5500
FILING_RECEIVED
BAKER BOTTS L.L.P. RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
44% in single holding~134 bps in Sched C fees
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
1 pooled trust
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
78
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Mutual fund" is 44% of plan.
- 134 bps in Schedule C fees — 157% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAKER BOTTS L.L.P.
Plan sponsor
Name
BAKER BOTTS L.L.P
EIN
74-1195457
Address
910 LOUISIANA STREET · HOUSTON, TX · 770024916
Phone
(713) 229-1234
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE OF THE RETIREMENT PLANS
EIN
74-1892088
City
HOUSTON, TX
Phone
(713) 229-1234
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-27
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | RECORD KEEPER | $28K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | 75-0786316 | — | AUDIT/ACCOUNTING | $19K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG | 34-6565596 | — | ACTUARY | $72K | — |
Investments
6 direct securities · 1 pooled fund· $9.1M(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
$8.9M
6 holdings
Common Collective Trust
$182K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Mutual fund | — | — | $1.0M | $3.9M | 44.2% | |
| Vanguard Total International Stck Index Fd Mutual fund | — | — | $1.0M | $1.3M | 14.5% | |
| Vanguard Inflation-Protected Securities Fund Mutual fund | — | — | $1.4M | $1.2M | 13.8% | |
| Vanguard Intermediate-Term Bond Index Fd Mutual fund | — | — | $1.3M | $1.1M | 12.9% | |
| Vanguard Extended Market Index Fund Mutual Fund | — | — | $676K | $1.1M | 12.4% | |
| Principal/BlackRock ST Investment Fund S1 Common collective trust | — | — | $182K | $182K | 2.0% | |
| ALLSPRING CIT ST INVESTMENT FUND A SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $182K | 2.0% |
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