Nossaman LLP Profit Sharing & Retirement Savings Plan

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. 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.