Pension Fund

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Nossaman LLP Profit Sharing & Retirement Savings Plan

Established in 1969, the Nossaman LLP Profit Sharing & Retirement Savings Plan is the internal retirement vehicle for the law firm's eligible non-attorney...

Nossaman LLP Profit Sharing & Retirement Savings Plan

Established in 1969, the Nossaman LLP Profit Sharing & Retirement Savings Plan is the internal retirement vehicle for the law firm's eligible non-attorney employees and equity partners. The plan is not a commercially marketed investment product; it exists to manage the firm's own deferred compensation and profit-sharing obligations. Nossaman LLP, with over 80 years of operations and 12 U.S. offices, brings its deep legal expertise in pensions and benefits directly to bear on the plan's oversight through partners Yuliya Oryol and Ashley Dunning, who co-chair the firm's Pensions, Benefits & Investments Group. Assets within the plan are held in registered mutual funds and investment companies administered by Charles Schwab & Co., Inc. The plan does not disclose a target asset allocation or direct investment postures in private markets, real estate, or alternative vehicles. Its structure as a single-sponsor, private-sector defined-contribution and profit-sharing plan places it in a category of thousands of similarly modest ERISA-governed pools. No direct co-investments, venture capital allocations, or club deals are publicly attributed to this vehicle. The Nossaman firm maintains active professional memberships in the Institutional Limited Partners Association (ILPA) and the National Association of Public Pension Attorneys (NAPPA), signaling a professional commitment to pension fiduciary standards and legal best practices. In May 2026, the Altss research record noted that the plan's mutual fund holdings are custodied with Charles Schwab, a relationship that has likely facilitated recordkeeping and participant services for the small pool of beneficiaries. The firm also operates philanthropic initiatives, including the Edward Kussy Charitable Fund and the 'Do Good Things' campaign, which are separate from the retirement plan. This plan's structural differentiator lies in its governance: the law firm that created it also houses a dedicated Pensions, Benefits & Investments Group with partners who are recognized practitioners in the field. This creates an unusual alignment where the plan's legal counsel, fiduciary interpretation, and design spring from the same in-house expertise that advises external public and private pension clients on compliance and structuring.

General information

Firm type

Pension Fund

Year founded

1969

AUM

$125M (Altss estimate)

Location

Region

North America

Country

United States

City

Los Angeles

Corporate office

Los Angeles, CA, United States

Principals

Mary Lynn Coffee

Partner

Yuliya Oryol

Co-Chair, Pensions, Benefits & Investments Group

Ashley Dunning

Co-Chair, Pensions, Benefits & Investments Group

Sector focus

Mutual Funds

Frequently asked questions

Who is responsible for the plan's investment decisions?

The plan is sponsored by Nossaman LLP and is guided by the firm's internal Pensions, Benefits & Investments Group, co-chaired by partners Yuliya Oryol and Ashley Dunning. The group's legal expertise in ERISA and public pension law informs the plan's fiduciary governance. Day-to-day asset administration is handled through Charles Schwab & Co., which provides the mutual fund platform and recordkeeping services.

What asset classes does the plan invest in?

The plan's assets are held exclusively in mutual funds and registered investment companies administered by Charles Schwab & Co. There is no public evidence of direct allocations to private equity, venture capital, real estate, or alternative investments. This positions the plan as a liquid, marketable-securities portfolio typical of small to mid-sized defined-contribution retirement plans.

Is this a multi-employer or public pension plan?

No. The Nossaman LLP Profit Sharing & Retirement Savings Plan is a private-sector, single-employer plan that covers eligible non-attorney employees and equity partners of Nossaman LLP. It is not a Taft-Hartley multi-employer plan, nor is it connected to any state or municipal public pension system.

How is the plan related to Nossaman LLP's legal practice?

The plan embodies a rare alignment: the sponsoring law firm also operates a nationally recognized Pensions, Benefits & Investments Group that advises public and private retirement systems on fiduciary duties and plan design. Partners within that group provide governance input for the firm's own retirement vehicle, creating a direct feedback loop between legal advisory work and plan operations.

Does the plan participate in co-investments or club deals alongside other family offices or institutions?

There is no evidence that the plan engages in co-investments, club deals, or direct private transactions. Its structure as a mutual-fund-only pool custodied at Charles Schwab suggests a purely liquid, participant-directed investment menu with no alternative-credit or direct-investing component.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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