Original filing (PDF)20260311122857NAL0005285104001

PAUL HASTINGS LLP

Name: PAUL HASTINGS LLP — PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024)
Creator: PAUL HASTINGS LLP

Form 5500

FILING_RECEIVED

PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN

401(k) retirement plan

Signals · 1

18 service providers

Active participants

2,507

Accounts w/ balance

3,141

Plan assets (EOY)

$1.1B

Net assets (EOY)

$1.1B

How this plan invests

This plan

4 pooled trusts

Schedule D

990 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

Vendor stack

100

Participation health

100

Knocking points off

9 bps in Schedule C fees — 78% above peer band of 5 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAUL HASTINGS LLP.

Plan sponsor

Name

PAUL HASTINGS LLP

EIN

95-2209675

Address

515 SOUTH FLOWER STREET, FLOOR 25 · LOS ANGELES, CA · 900712228

Phone

(213) 683-6000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-03-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

WEINBERG & COMPANY, P.A.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

18 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEAMERICA RETIREMENT SERVICES	46-5378846	—	RECORDKEEPER	$473K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY	36-3145972	—	INVESTMENT ADVISOR	$104K	—
HALBERT HARGROVE RUSSELL	33-0301336	—	INVESTMENT ADVISOR	$74K	—
WELLS FARGO ADVISORS	48-1305000	—	INVESTMENT ADVISOR	$60K	—
OPPENHEIMER	13-6567518	—	INVESTMENT ADVISOR	$57K	—
TORTOISE INVESTMENT MANAGEMENT	20-1723529	—	INVESTMENT ADVISOR	$26K	—
MONOGRAPH WEALTH ADVISORS	47-2324990	—	INVESTMENT ADVISOR	$26K	—
PERIGON WEALTH MANAGEMENT, LLC	20-0879944	—	INVESTMENT ADVISOR	$22K	—
MERRILL LYNCH	13-3266276	—	INVESTMENT ADVISOR	$21K	—
GV FINANCIAL ADVISOR	—	SMITHFIELD, RI	INVESTMENT ADVISOR	$18K	—
CHARLES SCHWAB	94-1737782	—	INVESTMENT ADVISOR	$11K	—
INDEX FUND ADVISORS	33-0849533	—	INVESTMENT ADVISOR	$9K	—
LEE-WAY FINANCIAL	—	WEST HATTIESBURG, MS	INVESTMENT ADVISOR	$9K	—
SENTINUS, LLC	—	OAK BROOK, IL	INVESTMENT ADVISOR	$6K	—
SANFORD BERNSTEIN	—	LOS ANGELES, CA	INVESTMENT ADVISOR	$6K	—
TD AMERITRADE	47-0533629	—	INVESTMENT ADVISOR	$0	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
CITY NATIONAL BANK	95-1780067	—	BROKERAGE & INV MGMT	$45K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
MATRIX TRUST COMPANY	75-3182674	—	TRUSTEE	$0	—

Investments

981 direct securities · 4 pooled funds· $1.1B(98% 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

$754.6M

981 holdings

Common Collective Trust

$309.8M

4 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity® 500 Index Institutional Prem	—	27	—	$188.2M	17.3%
PIONEER LARGE CAP GROWTH PORTFOLIO WILMINGTON TRUST, N.A. · EIN 81-4278868 / PN 290	Common Collective Trust	711,820.29	—	$146.7M	13.5%
ALLSPRING CORE PLUS BOND CIT SEI TRUST COMPANY · EIN 87-7012620 / PN 001	Common Collective Trust	160,893.6	—	$133.0M	12.2%
New York Life Anchor Account Stable Value - GA-32204	—	28	—	$116.1M	10.7%
MFS International Growth Fund R3	—	76.64	—	$87.2M	8.0%
Putnam Large Cap Value Trust	—	175	—	$78.2M	7.2%
Vanguard Balanced Index I	—	407	—	$52.6M	4.8%
American Funds New World R6	—	7	—	$32.0M	2.9%
VICTORY INTEGRITY SMALL-MID CAP GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 016	Common Collective Trust	197,932.02	—	$30.1M	2.8%
Principal MidCap Institutional	—	168	—	$22.0M	2.0%
Vanguard Real Estate Index Institutional	—	1,500	—	$19.4M	1.8%
BrandywineGLOBAL – High Yield A	—	549	—	$17.4M	1.6%
Fidelity® Inflation-Prot Bd Idx InstlPrm	—	92	—	$6.7M	0.6%
Vanguard 500 Index Admiral	—	100	—	$5.3M	0.5%
Apple Inc	—	7,820.2	—	$4.8M	0.4%
Hartford World Bond R6	—	408	—	$3.8M	0.4%
Schwab Cash Account	—	13,494.61	—	$3.7M	0.3%
iShares 0-5 Yr Hy Corp Bond	—	26	—	$3.2M	0.3%
Vanguard Short Term Treasury ETF	—	366	—	$3.2M	0.3%
Vanguard S&P 500 ETF	—	1,000	—	$2.8M	0.3%
iShares Core S&P 500 ETF	—	443	—	$2.6M	0.2%
Notes receivable form participants (due through May 2030, interest of 5.25% to 10.50% per annum)	—	—	—	$2.4M	0.2%
City National Rochdale Government Money Market Fund Svc (cnix.x)	—	53.43	—	$2.2M	0.2%
Vanguard Intermediate Term Treasury ETF	—	240	—	$2.0M	0.2%
Vanguard Total Bond Market Index Adm	—	382	—	$2.0M	0.2%
Ares Capital Corp	—	2,764.24	—	$2.0M	0.2%
Mercury Technologies, Inc. Series Seed Preferred Stock	—	11,021,031.91	—	$1.7M	0.2%
Fidelity® Conservative Income Bond	—	659.68	—	$1.7M	0.2%
Alphabet Inc CL C	—	4,132.52	—	$1.7M	0.2%
Nvidia Corp	—	52.51	—	$1.7M	0.2%
Vanguard Value ETF	—	290	—	$1.6M	0.1%
Vanguard Total Stock Market ETF	—	8	—	$1.6M	0.1%
Mastercard Inc A	—	3,546.71	—	$1.4M	0.1%
Alphabet Inc CL A	—	46,976.41	—	$1.3M	0.1%
Invesco S&P 500 Equal Weight	—	100	—	$1.3M	0.1%
AB Wealth Appreciation Strategy Advisor	—	511	—	$1.2M	0.1%
State Street SPDR S&P Dividend	—	1,970.79	—	$1.2M	0.1%
iShares US Equity Factor ETF	—	68	—	$1.1M	0.1%
Demeter Capital Group LP	—	32,000	—	$1.1M	0.1%
Invesco Qqq Trust Series 1	—	4	—	$1.1M	0.1%
Bernstein Intermediate Duration	—	67	—	$1.1M	0.1%
Microsoft Corporation	—	1,623	—	$1.1M	<0.1%
Vanguard Intermediate Term C	—	35	—	$960K	<0.1%
Fidelity® Inv MM Fds Money Market Instl	—	64	—	$936K	<0.1%
Fidelity® Treasury Money Market	—	26	—	$895K	<0.1%
Vanguard FTSE All-World Ex-US	—	67	—	$875K	<0.1%
Vanguard FTSE Developed Markets ETF	—	57	—	$846K	<0.1%
Fidelity® Contrafund®	—	695	—	$838K	<0.1%
WisdomTree US Efficient Core Fund	—	170	—	$834K	<0.1%
iShares Core Msci Emerging	—	300	—	$832K	<0.1%
State Street SPDR S&P 500 ETF	—	461.28	—	$831K	<0.1%
US Treasury Note/Bond	—	52	—	$812K	<0.1%
Vanguard Short Term Bond ETF	—	48	—	$782K	<0.1%
Amazon Com Inc	—	317.21	—	$777K	<0.1%
SPDR GOLD TRUST GOLD SHS	—	1,300	—	$774K	<0.1%
PFG American Funds Growth Strategy Fnd Cl I	—	6	—	$772K	<0.1%
Vanguard Large Cap Index Admiral	—	224	—	$751K	<0.1%
Vanguard Total Bond Market	—	2,458.65	—	$748K	<0.1%
Vanguard Russell 1000 Growth	—	277	—	$738K	<0.1%
Allspring Short Duration Government Bond Fund Institutional	—	1	—	$713K	<0.1%
Tesla Inc	—	382	—	$678K	<0.1%
Canyon Value Realization Fund, LP	—	60,000	—	$648K	<0.1%
Eli Lilly & Company	—	133	—	$638K	<0.1%
Meta Platforms Inc	—	800	—	$630K	<0.1%
United States Treas Nts	—	9,820.6	—	$587K	<0.1%
A&Q Multi-Strategy Fund	—	145,000	—	$576K	<0.1%
Bank Of America Corp	—	30.96	—	$575K	<0.1%
NYCA Investment Fund IV	—	40,000	—	$565K	<0.1%
State Street Financial Selec	—	150	—	$551K	<0.1%
Schwab® S&P 500 Index	—	1,405	—	$535K	<0.1%
Fidelity Advisor Investment Grade Bond- Class I	—	76	—	$530K	<0.1%
Vanguard S/T Corp Bond Etf	—	80,000	—	$527K	<0.1%
Vanguard Small- Cap ETF	—	570.95	—	$523K	<0.1%
Palantir Technologies Inc A	—	5,709.14	—	$522K	<0.1%
US Treasury Note/Bond	—	485,000	—	$500K	<0.1%
Vanguard Growth ETF	—	6	—	$499K	<0.1%
US Treasury Bill	—	4.21	—	$497K	<0.1%
US Treasury When Issued Note/Bond	—	153,045	—	$496K	<0.1%
US Treasury Bill	—	15,061.67	—	$492K	<0.1%
PIMCO Income Instl	—	125	—	$484K	<0.1%
iShares Russell 1000 ETF	—	300	—	$483K	<0.1%
Boeing Company	—	1,802,169.14	—	$458K	<0.1%
Invesco Nasdaq 100 Etf	—	15	—	$452K	<0.1%
JPMorgan Chase & Co	—	519.9	—	$448K	<0.1%
Berkshire Hathaway Inc Cl B	—	617.62	—	$447K	<0.1%
American Funds Growth Fund of Amer R5	—	517	—	$446K	<0.1%
Vanguard Total Intl Stock Et	—	649	—	$438K	<0.1%
SPDR Dow Jones Industrial Average ETF Trust	—	36	—	$423K	<0.1%
iShares International Equity Factor ETF	—	47	—	$420K	<0.1%
Vanguard FTSE European ETF	—	194	—	$412K	<0.1%
iShares Core MSCI EAFE ETF	—	59	—	$406K	<0.1%
Wisdomtree International Eff	—	338	—	$398K	<0.1%
Fidelity® Select Semiconductors	—	20	—	$396K	<0.1%
NB Credit Opportunities Fund II LP	—	50,000	—	$378K	<0.1%
Proshares Ultrapro Short QQQ (sqqq 11/20/25)	—	484	—	$377K	<0.1%
Vanguard Mid Cap Index Admiral	—	5	—	$357K	<0.1%
Stone Ridge Reinsurance Risk Premium Interval Fund	—	905	—	$357K	<0.1%
HBHC, LLC	—	3,000	—	$350K	<0.1%
American Century Ultra® Inv	—	323	—	$349K	<0.1%
US Treasury Bill	—	25,846.25	—	$347K	<0.1%
Procter & Gamble Co	—	104.56	—	$342K	<0.1%
State Street SPDR Bloomberg 1-	—	82	—	$340K	<0.1%
Stone Ridge Alternative Lending Risk Premium Fund I	—	350	—	$335K	<0.1%
American New World Fund R5	—	38	—	$326K	<0.1%
Principal Global Multi-Strategy Instl	—	500	—	$326K	<0.1%
State Street Health Care Sel	—	83	—	$326K	<0.1%
American Funds Fundamental Invs R5	—	160	—	$322K	<0.1%
MSD Real Estate Credit Opportunity Fund LP	—	3,000	—	$317K	<0.1%
iShares Core U.S. Aggregate Bond ETF	—	780	—	$298K	<0.1%
Ishares Bitcoin Trust ETF	—	47	—	$286K	<0.1%
Vanguard Info Tech ETF	—	198	—	$286K	<0.1%
Abbvie Inc	—	11,427.35	—	$281K	<0.1%
Schwab US Large Cap	—	66	—	$280K	<0.1%
American Funds Eupac Fund R5	—	461	—	$274K	<0.1%
iShares Select Dividend ETF	—	10	—	$272K	<0.1%
iShares iBoxx Investment Grade	—	5,801.51	—	$269K	<0.1%
Vanguard Mid-Cap ETF	—	100	—	$260K	<0.1%
iShares MSCI EAFE ETF	—	66	—	$260K	<0.1%
Fidelity® Select Software & IT Svcs Port	—	234	—	$258K	<0.1%
US Treasury Note/Bond	—	230	—	$251K	<0.1%
United States Treas Nts	—	250,000	—	$249K	<0.1%
US Treasury Note/Bond	—	55,000	—	$249K	<0.1%
Stone Ridge High Yield Reinsurance Risk Premium Fund Class I	—	250	—	$246K	<0.1%
Calamos Market Neutral Income I	—	1,535.05	—	$243K	<0.1%
iShares Gold Trust	—	4	—	$242K	<0.1%
Vanguard Total Stock Mkt Idx Adm	—	163	—	$242K	<0.1%
Butterfly Fund II LP	—	45,000	—	$237K	<0.1%
DFA US Small Cap Value I	—	147	—	$237K	<0.1%
Vanguard GNMA Adm	—	200	—	$236K	<0.1%
Broadcom Ltd	—	517.37	—	$231K	<0.1%
US Treasury Bill	—	65,749.99	—	$230K	<0.1%
Artisan High Income-Adv	—	1,038	—	$227K	<0.1%
PIMCO Mortgage Opp & Bond Fd INST	—	265	—	$227K	<0.1%
iShares MSCI EAFE Small-Cap ETF	—	5	—	$225K	<0.1%
iShares Russell 2000 ETF	—	69	—	$221K	<0.1%
Acuitas US Microcap-Inst	—	50	—	$219K	<0.1%
US Treasury When Issued Note/Bond	—	2,500	—	$207K	<0.1%
DFA US Large Cap Value I	—	580	—	$205K	<0.1%
Principal High Yield Inst	—	173	—	$204K	<0.1%
United States Treasury	—	2,205.13	—	$200K	<0.1%
US Treasury Note/Bond	—	145,000	—	$199K	<0.1%
US Treasury Note/Bond	—	100,000	—	$198K	<0.1%
DFA US Micro Cap I	—	76	—	$193K	<0.1%
iShares Core S&P Small-Cap ETF	—	106	—	$193K	<0.1%
American Funds Growth Fund of Amer F2	—	1,301.7	—	$192K	<0.1%
iShares Russell Mid-Cap ETF	—	300	—	$191K	<0.1%
Schwab Money Market Fund	—	9,163.18	—	$188K	<0.1%
Vanguard Short-Term Tips	—	22	—	$188K	<0.1%
Vanguard Developed Markets Index Admiral	—	219	—	$188K	<0.1%
Star Mountain Diversified Credit income Fund III (Offshore) LP	—	847.42	—	$187K	<0.1%
iShares 0-5 Year TIPS Bond ETF	—	125	—	$182K	<0.1%
Visa Inc Class A Shares	—	2,900	—	$181K	<0.1%
Advanced Fund 20-1, L.P.	—	160,000	—	$181K	<0.1%
Federated Hermes Instl High Yield Bond IS	—	70	—	$180K	<0.1%
US Treasury Note/Bond	—	90,000	—	$179K	<0.1%
Vanguard Small Cap Index Adm	—	343	—	$178K	<0.1%
American Funds Eupac Fund A	—	700	—	$173K	<0.1%
Schwab US TIPS ETF	—	4	—	$172K	<0.1%
Fidelity Advisor® International Growth I	—	23	—	$172K	<0.1%
Fidelity® Government Cash Reserves	—	297	—	$172K	<0.1%
Vanguard Target Retirement 2060 Inv	—	1,100	—	$172K	<0.1%
Vanguard Equity-Income Adm	—	105	—	$171K	<0.1%
iShares MBS ETF	—	105	—	$169K	<0.1%
NRE Red River Investors, LLC	—	55,000	—	$168K	<0.1%
Avantis US Equity ETF	—	253	—	$168K	<0.1%
City National Rochdale Fxd Inc Opps N	—	825	—	$165K	<0.1%
Vanguard FTSE Emerging Market	—	50.32	—	$163K	<0.1%
USQ Core Real Estate Fund I	—	400	—	$163K	<0.1%
Pimco Flex Rl Est Inc-Inst	—	368	—	$161K	<0.1%
Blackst Priv M/A Cr & Inc I	—	25	—	$161K	<0.1%
Vanguard Short-Term Investment-Grade Inv	—	500	—	$160K	<0.1%
Disney Walt Co	—	1,287.29	—	$158K	<0.1%
1225 W. 166th LLC	—	175,000	—	$155K	<0.1%
Netflix Inc	—	238.94	—	$155K	<0.1%
737 E Fifth St, LLC	—	100,000	—	$153K	<0.1%
First Eagle Overseas I	—	1,891.2	—	$153K	<0.1%
Westside Capital Partners LLC	—	100	—	$150K	<0.1%
Vanguard Long Term Government Bond	—	150	—	$149K	<0.1%
Grissom 4 LLC	—	2,000	—	$145K	<0.1%
Advanced Fund 21-2, LP	—	100,000	—	$144K	<0.1%
Walmart Inc	—	27	—	$143K	<0.1%
Vanguard Russell 3000	—	51	—	$142K	<0.1%
Advanced Group 23-133, LP	—	70,000	—	$140K	<0.1%
Vanguard Mega Cap Growth ETF	—	55	—	$140K	<0.1%
US Treasury Note/Bond	—	40,000	—	$139K	<0.1%
Servicenow Inc	—	20	—	$139K	<0.1%
Mercadolibre Inc	—	114	—	$138K	<0.1%
US Treasury Note/Bond	—	100,000	—	$137K	<0.1%
Oracle Corp	—	709	—	$135K	<0.1%
Accenture PLC	—	18,810.24	—	$134K	<0.1%
Salesforce Inc	—	475	—	$134K	<0.1%
Baird Aggregate Bond Inst	—	56.12	—	$131K	<0.1%
Costco Wholesale Corp-New	—	2,603.78	—	$131K	<0.1%
Vaneck Junior Gold Miners Et	—	1,230	—	$131K	<0.1%
Peterson 24 Investors LLC	—	4,000	—	$130K	<0.1%
iShares US Treasury Bond ETF	—	288	—	$130K	<0.1%
Vanguard Russell 2000	—	2,432	—	$129K	<0.1%
US Treasury Note/Bond	—	7,000	—	$127K	<0.1%
Micron Tech. Inc.	—	6	—	$126K	<0.1%
Marsico Focus	—	59	—	$125K	<0.1%

Showing top 200 of 985 investments by value.