Plan Snapshot
- Plan Sponsor: Locke Lord LLP
- Sponsor EIN: 741164324
- Sponsor Address: 2200 ROSS AVENUE, SUITE 2800, DALLAS, TX, 752012748
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 844 | $891.7M | $12.3M | $14.3M |
| 2023 | 938 | $868.4M | $12.0M | $13.8M |
| 2022 | 955 | $757.8M | $12.5M | $13.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $80,744 | — | $80,744 |
| BALLENTINE PARTNERS LLC | Other Service Provider | $48,527 | — | $48,527 |
| LINSCOMB & WEALTH INC | Other Service Provider | $44,500 | — | $44,500 |
| FISHER INVESTMENTS | Recordkeeper | $25,645 | — | $25,645 |
| CORIENT | Investment Advisor | $24,864 | — | $24,864 |
| ASCENSION CAPITAL ADVISORS INC | Other Service Provider | $19,805 | — | $19,805 |
| LUTHER KING CAPITAL MANAGEMENT | Other Service Provider | $17,513 | — | $17,513 |
| BENJAMIN A BROWN | Other Service Provider | $15,580 | — | $15,580 |
| PENN DAVIS MCFARLAND INC | Other Service Provider | $12,064 | — | $12,064 |
| MARINER LLC | Other Service Provider | $11,388 | — | $11,388 |
| CAMBRIDGE INVESTMENT RESEARCH | Other Service Provider | $10,936 | — | $10,936 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- FISHER INVESTMENTS — Recordkeeper
- CORIENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $311,566
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $263,873,504 | $169,144 | — | — | — |
| 2024 | $318,441 | $244,080 | — | — | — |
| 2023 | $259,276 | $182,552 | — | — | — |
| 2022 | $240,437 | $160,268 | — | — | — |