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Original filing (PDF)20251015072723NAL0003958897005
BAKER BOTTS L.L.P.
Form 5500
FILING_RECEIVED
BAKER BOTTS L.L.P. PARTNER CASH BALANCE RETIREMENT PLAN-B
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
118
Accounts w/ balance
—
Plan assets (EOY)
$19.2M
Net assets (EOY)
$19.2M
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)
92
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 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
081
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)
No Schedule C providers reportedInvestments
11 direct securities· $12.3M(64% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB Global Bond Fund, Inc.: Advisor Class Mutual fund | — | — | $3.0M | $3.0M | 15.5% | |
| AB Income Fund Advisor Class Exchange-traded fund | — | — | $1.7M | $1.6M | 8.5% | |
| AB Global Strategic Core Equities Fund Exchange-traded fund | — | — | $1.3M | $1.5M | 7.8% | |
| Intermediate Duration Portfolio Mutual fund | — | — | $1.5M | $1.5M | 7.7% | |
| U.S. Equity Power Buffer ETF Exchange-traded fund | — | — | $1.1M | $1.3M | 6.9% | |
| AB Short Duration High Yield ETF Exchange-traded fund | — | — | $1.2M | $1.3M | 6.6% | |
| iShares Core S&P 500 ETF Exchange-traded fund | — | — | $814K | $992K | 5.2% | |
| AB Global Core Equity Portfolio Advisor Class Mutual fund | — | — | $657K | $692K | 3.6% | |
| AB Emerging Markets Multi-Asset Advisor Class Mutual fund | — | — | $203K | $217K | 1.1% | |
| iShares Core MSCI Total International Stock ETFExchange-traded fund | — | — | $203K | $206K | 1.1% | |
| FDIC Bank Deposit Fund Interest-bearing cash | — | — | $6K | $6K | <0.1% |
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