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Original filing (PDF)20251009152029NAL0004036019001
NORTON ROSE FULBRIGHT US LLP
Form 5500
FILING_RECEIVED
NORTON ROSE FULBRIGHT US LLP PENSION PLAN
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed11 service providers
Active participants
181
Accounts w/ balance
0
Plan assets (EOY)
$497.9M
Net assets (EOY)
$497.6M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 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
75
Total plan cost
65
Vendor stack
68
Participation health
100
Knocking points off
- Top holding "[DFE: SHORT TERM INC FND FOR EBT RET PLAN (no filing on disk)]" is 100% of plan.
- 56 bps in Schedule C fees — 459% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (11 disclosed providers, 6 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTON ROSE FULBRIGHT US LLP.
Plan sponsor
Name
NORTON ROSE FULBRIGHT US LLP
EIN
74-1201087
Address
1550 LAMAR ST STE 2000 · HOUSTON, TX · 770104106
Phone
(713) 651-5151
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
BENEFITS COMMITTEE
EIN
74-1201087
City
HOUSTON, TX
Phone
(713) 651-5151
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MPS CAPITAL ADVISORS | — | NEW YORK, NY | CONSULTANTS FEE | $65K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | TRUSTEE | $92K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION BENEFIT GUARANTY CORP | — | DETROIT, MI | PLAN ADMINISTRATOR | $1.5M | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST AND YOUNG LLP | — | HOUSTON, TX | ACCOUNT MAINTENANCE FEES | $203K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | LEGAL | $20K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARLSON CAPITAL - BLACK DIAMOND PTN | 75-2500241 | — | INVESTMENT MGNT | $221K | — |
| SILVERCREST ASSET MGNT GROUP | 13-4194623 | — | INVESTMENT MGNT | $214K | — |
| MADISON INVESTMENTS SERVICES | 39-1994160 | — | INVESTMENT MGNT | $165K | — |
| BARROW HANLEY | 75-2403190 | — | INVESTMENT MGNT | $143K | — |
| LAZARD ASSET MANAGEMENT | — | NEW YORK, NY | INVESTMENT MGNT | $140K | — |
| STATE STREET | — | BOSTON, MA | INVESTMENT MGNT | $39K | — |
Investments
1 pooled fund· $10.9M(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SHORT TERM INC FND FOR EBT RET PLAN PRINCIPAL TRUST COMPANY · EIN 51-0099493 / PN 001 | Common Collective Trust | — | — | $10.9M | 2.2% |