Original filing (PDF)20250820105119NAL0001566179001

Attorneys' Liability Assurance Society Ltd., a Risk Retention Group

Name: Attorneys' Liability Assurance Society Ltd., a Risk Retention Group — Form 5500 Plan 001 (2024)
Creator: Attorneys' Liability Assurance Society Ltd., a Risk Retention Group
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Attorneys' Liability Assurance Society Ltd., a Risk Retention Group, 401(k) Savings Plan

401(k) retirement plan · Attorneys' Liability Assurance Society Ltd., a Risk Retention Group's Attorneys' Liability Assurance Society Ltd., a Risk Retention Group, 401(k) Savings Plan held $58.4M in plan assets for 105 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

High average account balanceSelf-directed brokerage offered

Active participants

105

Accounts w/ balance

139

Plan assets (EOY)

$58.4M

Net assets (EOY)

$58.4M

People on this filing

LISA Jensen signed Attorneys' Liability Assurance Society Ltd., a Risk Retention Group's 2024 Form 5500 as plan administrator.

LISA Jensen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Attorneys' Liability Assurance Society Ltd., a Risk Retention Group's EIN is 98-0117935.

EIN 98-0117935

Plan number 001

Plan year 2024

ACK ID 20250820105119NAL0001566179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Attorneys' Liability Assurance Society Ltd., a Risk Retention Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Attorneys' Liability Assurance Society Ltd., a Risk Retention Group's plan includes a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATTORNEYS' LIABILITY ASSURANCE SOCIETY LTD., A RISK RETENTION GROUP.

Finding similar companies…

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (96th percentile).

Plan sponsor

Name

ATTORNEYS' LIABILITY ASSURANCE SOCIETY LTD., A RISK RETENTION GROUP

EIN

all filings

Address

10 SOUTH RIVERSIDE PLAZA · SUITE 1100 · CHICAGO, IL · 60606

Phone

(312) 697-6900

Industry

Finance & Insurance

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

2025-08-20

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$29K	—

Investments

30 direct securities· $58.4M(100% of reported assets)

Mutual Funds

$40.5M

22 holdings

Other securities

$6.9M

5 holdings

Common Collective Trusts

$6.5M

1 holding

Self-Directed Brokerage

$4.3M

1 holding

Agency / Mortgage-Backed

$263K

1 holding

					% of plan
Fidelity Contrafund K6 Mutual Fund	Mutual Funds	—	—	$8.5M	14.6%
Fidelity Blue Chip Growth K6 Mutual Fund	Mutual Funds	—	—	$8.4M	14.4%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$6.5M	11.1%
Fidelity BrokerageLink Brokerage account	Self-Directed Brokerage	—	—	$4.3M	7.3%
Fidelity Freedom Target Date 2035 K6 Mutual Fund	Mutual Funds	—	—	$4.1M	7.0%
Fidelity Freedom Target Date 2040 K6 Mutual Fund	Mutual Funds	—	—	$3.3M	5.6%
Fidelity Government Money Market K6 Mutual Fund	Mutual Funds	—	—	$2.9M	5.0%
Fidelity Mid-Cap Stock K6 Mutual Fund	Mutual Funds	—	—	$2.9M	4.9%
T. Rowe Price Dividend Growth I Mutual Fund	Other securities	—	—	$2.7M	4.6%
Western Asset Core Plus Bond IS Mutual Fund	Other securities	—	—	$2.0M	3.4%
Oakmark International Institutional Mutual Fund	Other securities	—	—	$1.8M	3.2%
Fidelity Freedom Target Date 2030 K6 Mutual Fund	Mutual Funds	—	—	$1.8M	3.0%
Fidelity Stock Select Small Cap Mutual Fund	Mutual Funds	—	—	$1.5M	2.5%
Fidelity Freedom Target Date 2050 K6 Mutual Fund	Mutual Funds	—	—	$1.2M	2.1%
Fidelity Freedom Target Date 2045 K6 Mutual Fund	Mutual Funds	—	—	$1.0M	1.8%
Fidelity Freedom Inc K6 Mutual Fund	Mutual Funds	—	—	$764K	1.3%
American Funds New World R-6 Mutual Fund	Mutual Funds	—	—	$739K	1.3%
Fidelity Freedom Target Date 2025 K6 Mutual Fund	Mutual Funds	—	—	$579K	1.0%
Fidelity Government Income Mutual Fund	Mutual Funds	—	—	$473K	0.8%
PIMCO Real Return Institutional Mutual Fund	Mutual Funds	—	—	$419K	0.7%
Fidelity Asset Manager 50% Mutual Fund	Mutual Funds	—	—	$401K	0.7%
Vanguard Intermediate Term Bond Index Adm Mutual Fund	Mutual Funds	—	—	$350K	0.6%
MFS Value R-6 Mutual Fund	Mutual Funds	—	—	$343K	0.6%
Notes receivable from participants maturity dates from 2025 to 2030	Other securities	—	—	$337K	0.6%
Fidelity Freedom Target Date 2020 K6 Mutual Fund	Mutual Funds	—	—	$293K	0.5%
Fidelity GNMA Mutual Fund	Agency / Mortgage-Backed	—	—	$263K	0.4%
Fidelity Freedom Target Date 2055 K6 Mutual Fund	Mutual Funds	—	—	$239K	0.4%
Fidelity Freedom Target Date 2060 K6 Mutual Fund	Mutual Funds	—	—	$178K	0.3%
Fidelity Freedom Target Date 2065 K6 Mutual Fund	Mutual Funds	—	—	$172K	0.3%
Arena Strategic Income I Mutual Fund	Other securities	—	—	$33K	<0.1%