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Original filing (PDF)20251015064742NAL0002023459001
ORRICK, HERRINGTON & SUTCLIFFE LLP
Form 5500
FILING_RECEIVED
ORRICK, HERRINGTON & SUTCLIFFE, LLP PARTNERS' PENSION PLAN
Defined-benefit pension plan
Signals · 2
39% in single holdingNo recordkeeper disclosed
Active participants
379
Accounts w/ balance
—
Plan assets (EOY)
$287.0M
Net assets (EOY)
$287.0M
How this plan invests
This plan
11 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
80
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "BlackRock MSCI U.S. IMI Index Fund Common/collective trust" is 39% of plan.
- 45 bps in Schedule C fees — 351% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORRICK, HERRINGTON & SUTCLIFFE LLP.
Plan sponsor
Name
ORRICK, HERRINGTON & SUTCLIFFE LLP
EIN
94-2952627
Address
405 HOWARD STREET · SAN FRANCISCO, CA · 941052669
Phone
(415) 773-5906
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST | 94-3112180 | — | NONE | $888K | — |
| GALLAGHER BENEFIT SERVICES INC. | 36-4291971 | — | NONE | $275K | — |
| SCHWAB RETIREMENT PLAN SERVICES | 74-2279754 | — | NONE | $94K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $38K | — |
Investments
2 direct securities · 11 pooled funds· $275.6M(96% 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.
Common Collective Trust
$214.9M
11 holdings
Uncategorized
$60.6M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK MSCI US IMI INDEX NON-LEN BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 83-3976130 / PN 001 | Common Collective Trust | — | $78.5M | $107.8M | 37.6% | |
| BlackRock Private Credit Fund Institutional Class Mutual funds | — | — | $35.0M | $36.9M | 12.9% | |
| INTERNATIONAL ALPHA TILTS FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3242550 / PN 001 | Common Collective Trust | — | $26.6M | $26.2M | 9.1% | |
| Schwab Retirement Advantage Money Fund Money market funds | — | — | $23.7M | $23.7M | 8.3% | |
| BLACKROCK MSCI WORLD EX-U.S. IMI IN BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 45-3460139 / PN 001 | Common Collective Trust | — | $22.8M | $22.5M | 7.9% | |
| BLACKROCK MSCI EMERGING MARKETS IMI BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3340524 / PN 001 | Common Collective Trust | — | $15.2M | $19.4M | 6.8% | |
| STRATEGIC INCOME OPPORTUNITIES BOND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3763741 / PN 001 | Common Collective Trust | — | $13.0M | $13.0M | 4.5% | |
| U.S. DEBT INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6589507 / PN 001 | Common Collective Trust | — | $9.9M | $9.7M | 3.4% | |
| U.S. TREASURY INFLATION PROTECTED S BLACKROCK INSTITUTINOAL TRUST COMPANY, N.A. · EIN 94-3410125 / PN 001 | Common Collective Trust | — | $7.0M | $7.5M | 2.6% | |
| U.S. HIGH YIELD BOND INDEX FUND BLACKROCK INSITUTIONAL TRUST COMPANY, N.A. · EIN 94-3383630 / PN 001 | Common Collective Trust | — | $3.6M | $4.3M | 1.5% | |
| BLACKROCK JPM EMBI GLOBAL DIVERSIFI BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 83-2484374 / PN 001 | Common Collective Trust | — | $3.8M | $4.3M | 1.5% | |
| SHORT-TERM INVESTMENT FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6450621 / PN 001 | Common Collective Trust | — | $205K | $205K | <0.1% | |
| BLACKROCK TACTICAL OPPORTUNITIES CO BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-1224288 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |