Original filing (PDF)20251015072723NAL0003958897004

BAKER BOTTS L.L.P.

Name: BAKER BOTTS L.L.P. — BAKER BOTTS L.L.P. PARTNER CASH BALANCE RETIREMENT PLAN-A, Form 5500 (2024)
Creator: BAKER BOTTS L.L.P.

Form 5500

FILING_RECEIVED

BAKER BOTTS L.L.P. PARTNER CASH BALANCE RETIREMENT PLAN-A

Defined-benefit pension plan

Signals · 1

No recordkeeper disclosed

Active participants

133

Accounts w/ balance

—

Plan assets (EOY)

$21.4M

Net assets (EOY)

$21.4M

How this plan invests

This plan

11 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

100

Total plan cost

100

Vendor stack

Participation health

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

080

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

WEAVER AND TIDWELL, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Actuary

Name	EIN	Location	Relation	Direct comp	Indirect comp
ERNST & YOUNG	34-6565596	—	ACTUARY	$71K	—

Investments

11 direct securities· $13.6M(64% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
AB Global Bond Fund, Inc.: Advisor Class Mutual fund	—	—	$3.3M	$3.3M	15.5%
AB Income Fund Advisor Class Exchange-traded fund	—	—	$1.8M	$1.8M	8.5%
AB Global Strategic Core Equities Fund Exchange-traded fund	—	—	$1.4M	$1.7M	7.8%
Intermediate Duration Portfolio Mutual fund	—	—	$1.6M	$1.6M