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Original filing (PDF)20230512094613NAL0031934241002
BAKER BOTTS L.L.P
Form 5500
FILING_RECEIVED
BAKER BOTTS L.L.P. PARTNER RETIREMENT PLAN - PLAN B
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
EIN
74-1892088
City
HOUSTON, TX
Phone
(713) 229-1234
Plan characteristics
Plan number
079
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-07-31
Filed
2023-05-12
Pension benefit codes
1C · Cash balance or similar hybrid DB
1H · PBGC-terminated and closed out
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 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST STATE TRUST COMPANY | 13-3124172 | — | TRUSTEE/CUSTODIAN | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | CONSULTING & ADVISORY | $31K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG | 34-6565596 | — | ACTUARY | $43K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.