Updated:
Nossaman LLP Profit Sharing & Retirement Savings Plan
Nossaman LLP established its Profit Sharing & Retirement Savings Plan in 1969 to cover eligible non-attorney employees and equity partners of the firm.
Nossaman LLP Profit Sharing & Retirement Savings Plan
Nossaman LLP established its Profit Sharing & Retirement Savings Plan in 1969 to cover eligible non-attorney employees and equity partners of the firm. The plan is a private-sector, single-employer pension vehicle — not a multi-employer or public fund — which means its governance remains tightly coupled to the law firm's partnership. Mary Lynn Coffee, a Nossaman partner, has been involved in firm philanthropy, while Yuliya Oryol and Ashley Dunning co-chair the Pensions, Benefits & Investments Group that advises on plan matters. The plan allocates across mutual funds and registered investment companies, with Charles Schwab & Co., Inc. listed as a custodian or recordkeeper for plan assets. While granular asset-class breakdowns are not publicly disclosed, the plan's legal environment — shaped by Nossaman's nationally recognized Pensions, Benefits & Investments practice — suggests a traditional defined-contribution or profit-sharing mix spanning domestic equity, fixed income, and balanced strategies. The firm's broader footprint across California, Texas, New York, Washington, and Washington, DC provides the geographic context, though the plan itself serves employees concentrated in those 12 U.S. offices. Altss estimates plan assets at roughly $125M. The plan maintains membership in the Institutional Limited Partners Association, signaling a posture toward institutional-quality governance despite its mid-market asset base. Nossaman's pension attorneys also participate in the National Association of Public Pension Attorneys, though that affiliation relates more to the firm's external practice than to the internal plan's investment operations. No adjacent club vehicles, real-asset arms, or philanthropic foundations are directly linked to the plan's investment strategy. The plan's structural differentiator is its hybrid nature: it is simultaneously an operating law firm's captive retirement vehicle and a beneficiary of the firm's own deep pensions expertise. Few small pension plans have co-chairs who spend their days advising other plans on fiduciary compliance, plan design, and investment governance — creating an unusually informed sponsor for a pool of this size.
General information
Firm type
Pension Fund
Year founded
1969
AUM
Approximately $125M (Altss estimate)
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
Los Angeles, CA, United States
Principals
Yuliya Oryol
Co-Chair, Pensions, Benefits & Investments Group
Ashley Dunning
Co-Chair, Pensions, Benefits & Investments Group
Sector focus
Frequently asked questions
Who oversees investment decisions for the Nossaman LLP retirement plan?
The plan's investment oversight falls under Nossaman's Pensions, Benefits & Investments Group, co-chaired by partners Yuliya Oryol and Ashley Dunning. Both are ERISA practitioners who advise public and private pension funds externally. Specific trustee or committee names beyond the practice group's co-chairs are not publicly disclosed.
What does the plan invest in?
Public records indicate allocations to mutual funds and registered investment companies via Charles Schwab. The plan's investment menu appears confined to regulated, liquid fund vehicles. No direct private market commitments — private equity, real estate, or venture capital — have been documented.
How is the Nossaman plan different from the public pension funds the firm advises?
It is a private-sector defined contribution plan covering Nossaman's own non-attorney staff and equity partners, with an estimated $125 million in assets. The public pension clients Nossaman counsels are typically defined benefit systems with multi-billion-dollar pools and diversified private market programs. The internal plan's small scale and mutual-fund-only posture make it structurally distinct.
Does Nossaman's retirement plan use an outsourced chief investment officer?
No OCIO relationship has been disclosed. Given that the firm's own pension attorneys co-chair the group overseeing the plan, and that assets sit on the Charles Schwab platform in fund vehicles, the governance appears to be managed internally without a third-party discretionary advisor.
Is the plan open to external co-investment or participation?
No. It is a single-employer plan covering only eligible employees and equity partners of Nossaman LLP. It does not pool assets with other employers or accept outside investors.
What is the plan's relationship to Nossaman's public pension legal work?
The plan is an internal employee benefit, separate from the firm's external client mandates. However, the co-chairs of the Pensions, Benefits & Investments Group — who run the external advisory practice — also oversee the internal plan's governance. This dual role is disclosed through attorney biographies and firm membership in ILPA and NAPPA.
Has the plan's asset size or allocation changed materially in recent years?
No material changes have been publicly reported. The estimated $125 million figure reflects Altss research derived from plan filings and firm disclosures. The allocation to mutual funds and Schwab-registered vehicles appears consistent with prior years.
Profile maintained by Altss 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.
Need institutional-grade insight on pension funds?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: