How big is McLaughlin & Stern, LLP's plan?

McLaughlin & Stern, LLP's plan reported $65.1M in assets and 173 participants for 2024.

Original filing (PDF)20251007153614NAL0004992449001

McLaughlin & Stern, LLP

Name: McLaughlin & Stern, LLP — McLaughlin & Stern, LLP, Form 5500 (2024)
Creator: McLaughlin & Stern, LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

McLaughlin & Stern, LLP 401(k) Plan

401(k) retirement plan · McLaughlin & Stern, LLP's McLaughlin & Stern, LLP 401(k) Plan held $65.1M in plan assets for 173 participants in 2024.

Signals · 3

30% in single holdingHigh average account balanceNo recordkeeper disclosed

Active participants

173

Accounts w/ balance

228

Plan assets (EOY)

$65.1M

Net assets (EOY)

$65.1M

Plan identifiers

McLaughlin & Stern, LLP's EIN is 13-2993028.

EIN 13-2993028

Plan number 002

Plan year 2024

ACK ID 20251007153614NAL0004992449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McLaughlin & Stern, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McLaughlin & Stern, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCLAUGHLIN & STERN, LLP.

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How this plan invests

This plan

28 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

Below-peer total plan cost (88th percentile).
High average account balance (91st percentile).

Plan sponsor

Name

MCLAUGHLIN & STERN, LLP

EIN

all filings

Address

260 MADISON AVENUE · NEW YORK, NY · 10013

Phone

(212) 448-1100

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

3 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALLIANT INSURANCE SERVICES, INC.	—	SAN DIEGO, CA	TPA	$0	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALLIANT RETIREMENT SERVICES, INC.	33-0785439	—	SERVICE PROVIDER	$0	—
ALLIANT INSURANCE SERVICES

Investments

28 direct securities· $55.9M(86% of reported assets)

Common Collective Trusts

$30.3M

4 holdings

Mutual Funds

$18.5M

19 holdings

Stable Value

$5.1M

1 holding

Other securities

$1.2M

2 holdings

Agency / Mortgage-Backed

$573K

1 holding

Bonds / Notes

$257K

1 holding

					% of plan
No Vanguard Growth Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$16.5M	25.4%
No Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$9.8M	15.1%
Voya Fixed Account (4634) Guaranteed Investment Contract	Stable Value	—	—	$5.1M	7.9%
No Vanguard Value Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$3.1M	4.7%
No Vanguard Csh Res Fed MM F Adm Mutual Fund	Mutual Funds	—	—	$2.3M	3.5%
No Vanguard Int-Trm Bd Indx Fd Adm Mutual Fund	Mutual Funds	—	—	$2.1M	3.2%
No Fidelity Sm Cp Ind Fd Mutual Fund	Mutual Funds	—	—	$1.9M	2.9%
No Nuveen Lifcyc In 2025 F R6 Mutual Fund	Mutual Funds	—	—	$1.7M	2.7%
No Nuveen Lifcyc In 2030 F R6 Mutual Fund	Mutual Funds	—	—	$1.7M	2.6%
No Nuveen Lifcyc In Rt I F R6 Mutual Fund	Mutual Funds	—	—	$1.6M	2.5%
No Nuveen Lifcyc In 2045 F R6 Mutual Fund	Mutual Funds	—	—	$1.6M	2.4%
No iShares MSCI EAFE Index Fnd K Mutual Fund	Other securities	—	—	$1.1M	1.7%
No Vanguard Md-Cap Grw Index Fd Adm Mutual Fund	Mutual Funds	—	—	$938K	1.4%
No Fidelity Mid Cap Idx Fd Mutual Fund	Common Collective Trusts	—	—	$858K	1.3%
No Vanguard Sm-Cap Grw Index Fd Adm Mutual Fund	Mutual Funds	—	—	$835K	1.3%
No Vanguard Sm-Cap Vl Index Fnd Adm Mutual Fund	Mutual Funds	—	—	$761K	1.2%
No Nuveen Lifcyc In 2050 F R6 Mutual Fund	Mutual Funds	—	—	$586K	0.9%
No Vanguard GNMA Fund Adm Mutual Fund	Agency / Mortgage-Backed	—	—	$573K	0.9%
No Nuveen Lifcyc In 2020 F R6 Mutual Fund	Mutual Funds	—	—	$525K	0.8%
No Vanguard Mid-Cap Vl Indx Fnd Adm Mutual Fund	Mutual Funds	—	—	$493K	0.8%
No Nuveen Lifcyc In 2035 F R6 Mutual Fund	Mutual Funds	—	—	$392K	0.6%
No Fidelity Emg Mkts Id Fd Mutual Fund	Mutual Funds	—	—	$372K	0.6%
No Nuveen Lifcyc In 2040 F R6 Mutual Fund	Mutual Funds	—	—	$345K	0.5%
No Nuveen Lifcyc In 2055 F R6 Mutual Fund	Mutual Funds	—	—	$281K	0.4%
Participant Loans Interest Rates 4.25% - 9.50%, October 2029	Bonds / Notes	—	—	$257K	0.4%
No Nuveen Lifcyc In 2060 F R6 Mutual Fund	Mutual Funds	—	—	$57K	<0.1%
No Nuveen Lifcyc In 2065 F R6 Mutual Fund	Mutual Funds	—	—	$46K	<0.1%
Voya Gv Mny Mkt F A (Hld Acct) Mutual Fund	Other securities	—	—	$36K	<0.1%