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Original filing (PDF)20251015155657NAL0005349249001
QUINN EMANUEL URQUHART & SULLIVAN, LLP
Form 5500
FILING_RECEIVED
QUINN EMANUEL URQUHART & SULLIVAN, LLP 401(K) PLAN
401(k) retirement plan
Active participants
860
Accounts w/ balance
1,002
Plan assets (EOY)
$432.9M
Net assets (EOY)
$432.9M
How this plan invests
This plan
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUINN EMANUEL URQUHART & SULLIVAN, LLP.
Plan sponsor
Name
QUINN EMANUEL URQUHART & SULLIVAN, LLP
EIN
95-4004138
Address
865 S FIGUEROA ST · 10TH FLOOR · LOS ANGELES, CA · 90017
Phone
(213) 443-3000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $103K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | — | PASADENA, CA | ACCOUNTANT | $20K | — |
Investments
42 direct securities· $417.5M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE INTRNL INSTL MUTUAL FUNDS 16 ISHARES S&P 500 INDEX FD CL K MUTUAL FUNDS | — | — | $52.3M | $95.8M | 22.1% | |
| MFS Growth Fund Mutual Fund | — | — | — | $32.2M | 7.4% | |
| JP Morgan U.S. Equity Fund Mutual Fund | — | — | — | $27.1M | 6.2% | |
| American Funds 2035 Target Fund Asset Allocation Mutual Fund | — | — | — | $22.8M | 5.3% | |
| American Funds 2045 Target Fund Asset Allocation Mutual Fund | — | — | — | $19.3M | 4.4% | |
| American EuroPacific Growth Fund Mutual Fund | — | — | — | $17.2M | 4.0% | |
| Columbia Seligman Technology and Information Fund Mutual Fund | — | — | — | $16.5M | 3.8% | |
| Vanguard U.S. Treasury Money Fund Mutual Fund | — | — | — | $16.5M | 3.8% | |
| Columbia Dividend Income Fund Mutual Fund | — | — | — | $16.2M | 3.7% | |
| Fidelity International Index Fund Mutual Fund | — | — | $15.4M | $15.3M | 3.5% | |
| JOHN HANCOCK DISCIPLIND VAL R6 MUTUAL FUNDS | — | — | $14.4M | $14.0M | 3.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $13.3M | 3.1% | |
| Janus Henderson Enterprise Fund Mutual Fund | — | — | — | $11.3M | 2.6% | |
| American Funds 2015 Target Fund Asset Allocation Mutual Fund | — | — | — | $9.8M | 2.3% | |
| Investments Pioneer Bond Fund Mutual Fund | — | — | — | $8.1M | 1.9% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $7.9M | 1.8% | |
| Invesco Discovery Fund Mutual Fund | — | — | — | $7.8M | 1.8% | |
| American Funds 2025 Target Fund Asset Allocation Mutual Fund | — | — | — | $7.4M | 1.7% | |
| Hartford Schroders Emerging Markets Equity Fund Mutual Fund | — | — | — | $6.8M | 1.6% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $6.1M | 1.4% | |
| American Funds 2055 Target Fund Asset Allocation Mutual Fund | — | — | — | $6.1M | 1.4% | |
| Baird Short Term Bond Fund Mutual Fund | — | — | — | $5.0M | 1.2% | |
| Victory Sycamore Small Company Opportunity Fund Mutual Fund | — | — | — | $4.5M | 1.0% | |
| iShares MSCI EAFE International Institutional Fund Mutual Fund 16 Cohen & Steers Real Estate Securities Fund Mutual Fund | — | — | — | $4.4M | 1.0% | |
| JP Morgan Government Bond Fund Mutual Fund | — | — | — | $3.9M | 0.9% | |
| BlackRock Health Sciences Opportunities Fund Mutual Fund | — | — | — | $3.4M | 0.8% | |
| BlackRock Inflation Protected Bond Fund Mutual Fund | — | — | — | $3.3M | 0.8% | |
| American New Perspective Fund Mutual Fund | — | — | — | $3.1M | 0.7% | |
| BlackRock High Yield Bond Portfolio Mutual Fund | — | — | — | $2.7M | 0.6% | |
| MacQuarie Small Cap Core Fund Mutual Fund | — | — | — | $2.4M | 0.6% | |
| BlackRock Global Allocation Fund Mutual Fund | — | — | — | $2.4M | 0.6% | |
| PROGRAM LOAN FUND LOANS | — | — | $2.1M | $2.1M | 0.5% | |
| American Funds 2030 Target Fund Asset Allocation Mutual Fund | — | — | — | $1.2M | 0.3% | |
| American Funds 2040 Target Fund Asset Allocation Mutual Fund | — | — | — | $548K | 0.1% | |
| American Funds 2050 Target Fund Asset Allocation Mutual Fund | — | — | — | $407K | <0.1% | |
| American Funds 2065 Target Fund Asset Allocation Mutual Fund | — | — | — | $341K | <0.1% | |
| American Funds 2060 Target Fund Asset Allocation Mutual Fund | — | — | — | $303K | <0.1% | |
| American Funds 2020 Target Fund Asset Allocation Mutual Fund | — | — | — | $6K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | — | — | $2K | $2K | <0.1% | |
| MERRILL LYNCH BANK DEPOSIT CERT OF DEPOSIT / BANK DEPOSIT | — | — | $1K | $1K | <0.1% | |
| Cash Interest-bearing cash | — | — | — | $1K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $1K | $1K | <0.1% |