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Original filing (PDF)20251020124231NAL0000654369001
PERKINS COIE LLP
Form 5500
FILING_RECEIVED
PERKINS COIE RETIREMENT AND 401(K) PLAN
401(k) retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
1,683
Accounts w/ balance
2,797
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
14 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
60
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERKINS COIE LLP.
Plan sponsor
Name
PERKINS COIE LLP
EIN
91-0591206
Address
1201 THIRD AVENUE · SUITE 4900 · SEATTLE, WA · 981013099
Phone
(206) 359-8000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
PERKINS COIE RETIREMENT COMMITTEE
EIN
91-0591206
City
SEATTLE, WA
Phone
(206) 359-8000
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $107K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $97K | — |
Investments
40 direct securities · 14 pooled funds· $1.9B(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
$1.3B
40 holdings
Common Collective Trust
$660.6M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Inst Idx Inst Plus Registered Investment Company | — | — | — | $138.3M | 10.5% | |
| Vanguard Tgt Retire 2030 Tr I Common/Collective Trust | — | — | — | $115.0M | 8.8% | |
| VFTC TARGET RET 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $115.0M | 8.8% | |
| Vanguard Tgt Retire 2035 Tr I Common/Collective Trust | — | — | — | $107.2M | 8.2% | |
| VFTC TARGET RET 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $107.2M | 8.2% | |
| Vanguard Tgt Retire 2040 Tr I Common/Collective Trust | — | — | — | $103.1M | 7.9% | |
| VFTC TARGET RET 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $103.1M | 7.9% | |
| Vanguard Tgt Retire 2045 Tr I Common/Collective Trust | — | — | — | $80.8M | 6.2% | |
| VFTC TARGET RET 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $80.8M | 6.2% | |
| Vanguard Tgt Retire 2025 Tr I Common/Collective Trust | — | — | — | $80.6M | 6.1% | |
| VFTC TARGET RET 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $80.6M | 6.1% | |
| Vanguard PRIMECAP Adm Registered Investment Company | — | — | — | $60.0M | 4.6% | |
| JPMCB Lg Cp Gr Fd CF2 Cl Common/Collective Trust | — | — | — | $44.6M | 3.4% | |
| JPMCB LG CAP GRTH FUND; CF-2 CLASS JPMORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $44.6M | 3.4% | |
| VFTC TARGET RET 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $44.0M | 3.3% | |
| Vanguard Tgt Retire 2050 Tr I Common/Collective Trust | — | — | — | $44.0M | 3.3% | |
| Vanguard Eqty Inc Fnd Adm Registered Investment Company | — | — | — | $41.8M | 3.2% | |
| Vanguard Total Bond Idx Inst Registered Investment Company | — | — | — | $41.2M | 3.1% | |
| Vanguard Wellington Adm Registered Investment Company | — | — | — | $36.7M | 2.8% | |
| Self-Directed Brokerage Fund Self-Directed Brokerage Fund | — | — | — | $31.6M | 2.4% | |
| Vanguard Fed Money Mkt Registered Investment Company | — | — | — | $30.8M | 2.3% | |
| Vanguard Tgt Retire 2020 Tr I Common/Collective Trust | — | — | — | $29.2M | 2.2% | |
| VFTC TARGET RET 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $29.2M | 2.2% | |
| Vanguard Total Intl Stk Inst Registered Investment Company | — | — | — | $29.1M | 2.2% | |
| VFTC TARGET RET INCOME TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $23.9M | 1.8% | |
| Vanguard Tgt Retire Inc Tr I Common/Collective Trust | — | — | — | $23.9M | 1.8% | |
| Vanguard Md-Cap Index Fund Ins Registered Investment Company | — | — | — | $22.6M | 1.7% | |
| Vanguard Windsor II Fund Adm Registered Investment Company | — | — | — | $22.4M | 1.7% | |
| Vanguard Sm-Cap Index Fund Ins Registered Investment Company | — | — | — | $17.2M | 1.3% | |
| Vanguard Capital Opp Admiral Registered Investment Company | — | — | — | $15.6M | 1.2% | |
| Vanguard Tgt Retire 2055 Tr I Common/Collective Trust | — | — | — | $15.3M | 1.2% | |
| VFTC TARGET RET 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $15.3M | 1.2% | |
| Short-Term Invest-Gr Inst Registered Investment Company | — | — | — | $14.2M | 1.1% | |
| Vanguard Real Est Idx Fnd Inst Registered Investment Company | — | — | — | $12.6M | 1.0% | |
| Amer Funds EuroPacific Gr Registered Investment Company | — | — | — | $12.3M | 0.9% | |
| Vanguard Explorer Adm Registered Investment Company | — | — | — | $12.2M | 0.9% | |
| Vanguard Wellesley Inc Adm Registered Investment Company | — | — | — | $11.8M | 0.9% | |
| Vanguard Emrgn Mkts Stk Ix Ins Registered Investment Company | — | — | — | $11.3M | 0.9% | |
| PIMCO Total Return Fd, Instit Registered Investment Company | — | — | — | $10.9M | 0.8% | |
| Vanguard Intl Value Fund Registered Investment Company | — | — | — | $10.5M | 0.8% | |
| Vanguard PRIMECAP Core Fund Registered Investment Company | — | — | — | $9.7M | 0.7% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $8.9M | 0.7% | |
| TRP Sm Cap Val I Class Registered Investment Company | — | — | — | $7.4M | 0.6% | |
| Vanguard High-Yield Corp Adm Registered Investment Company | — | — | — | $7.3M | 0.6% | |
| Vanguard Tgt Retire 2060 Tr I Common/Collective Trust | — | — | — | $6.4M | 0.5% | |
| VFTC TARGET RET 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $6.4M | 0.5% | |
| Vanguard Selected Value Registered Investment Company | — | — | — | $5.3M | 0.4% | |
| Participant loans maturing through November 2038 | — | — | — | $4.8M | 0.4% | |
| Vanguard Infla-Prot Sec Instl Registered Investment Company | — | — | — | $3.9M | 0.3% | |
| Vanguard Tgt Retire 2065 Tr I Common/Collective Trust | — | — | — | $1.2M | <0.1% | |
| VFTC TARGET RET 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $1.2M | <0.1% | |
| MFS Mid Cap Growth R6 Registered Investment Company | — | — | — | $966K | <0.1% | |
| Vanguard Tgt Retire 2070 Tr I Common/Collective Trust | — | — | — | $380K | <0.1% | |
| VFTC TARGET RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $380K | <0.1% |