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Original filing (PDF)20251015174716NAL0007094224001
LEWIS BRISBOIS BISGAARD & SMITH LLP
Form 5500
FILING_RECEIVED
LEWIS BRISBOIS BISGAARD & SMITH LLP CASH BALANCE PENSION PLAN III
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
152
Accounts w/ balance
—
Plan assets (EOY)
$54.8M
Net assets (EOY)
$54.8M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEWIS BRISBOIS BISGAARD & SMITH LLP.
Plan sponsor
Name
LEWIS BRISBOIS BISGAARD & SMITH LLP
EIN
95-3720522
Address
633 W. 5TH STREET, SUITE 4000 · LOS ANGELES, CA · 90071
Phone
(213) 250-1800
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
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
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 11-3658445 | — | TRUSTEE | $106K | — |
Investments
18 direct securities· $45.8M(84% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| End Funds Abbett Total Return F (LTRYX) Mutual fund | — | — | $10.0M | $9.8M | 17.8% | |
| Lord Abbett SHT Duration Inc I (LLDYX) Mutual fund | — | — | $5.2M | $5.1M | 9.4% | |
| Federated Hermes Govt OBL AVR (GOVXX) Cash equivalent | — | — | $4.4M | $4.4M | 8.0% | |
| Coupon Rate: 2.750% Matures: 08/31/2025 U.S. government security | — | — | $4.0M | $4.1M | 7.5% | |
| Coupon Rate: 3.875% Matures: 03/31/2025 U.S. government security | — | — | $3.4M | $3.4M | 6.3% | |
| Invesco S&P 500 Equal Weight E (RSP) Exchange-Traded & Closed- | — | — | $2.9M | $3.1M | 5.7% | |
| Morgan Stanley Bank N.A. Cash | — | — | $2.9M | $2.9M | 5.4% | |
| K-Infra - Founders Class R Real estate investment trust | — | — | $2.1M | $2.3M | 4.2% | |
| John Hancock Bond I (JHBIX) Mutual fund | — | — | $2.2M | $2.2M | 4.0% | |
| Coupon Rate: 4.625% Matures: 03/15/2026 U.S. government security | — | — | $1.5M | $1.5M | 2.8% | |
| Coupon Rate: 1.625% Matures: 09/30/2026 U.S. government security | — | — | $1.4M | $1.4M | 2.6% | |
| Blue Owl Credit Inc Corp Real estate investment trust | — | — | $1.1M | $1.2M | 2.1% | |
| End Funds Vanguard Total Bond Market (BND) Exchange-Traded & Closed- | — | — | $1.1M | $1.1M | 2.1% | |
| Brookfield REIT Class I Real estate investment trust | — | — | $1.0M | $868K | 1.6% | |
| BREIT Class I Real estate investment trust | — | — | $909K | $854K | 1.6% | |
| Starwood REIT Class I Real estate investment trust | — | — | $911K | $739K | 1.3% | |
| End Funds SPDR DJIA Trust (DIA) Exchange-Traded & Closed- | — | — | $325K | $425K | 0.8% | |
| End Funds Ishares Inc MSCI EMRG MKTETF (EMXC) Exchange-Traded & Closed- | — | — | $280K | $278K | 0.5% |
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