How big is Robert A.M. Stern Architects, LLP's plan?

Robert A.M. Stern Architects, LLP's plan reported $77.5M in assets and 230 participants for 2024.

Original filing (PDF)20251003120833NAL0000793635001

Robert A.M. Stern Architects, LLP

Name: Robert A.M. Stern Architects, LLP — Robert A.M., Form 5500 (2024)
Creator: Robert A.M. Stern Architects, LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Robert A.M. Stern Architects 401(k) Profit Sharing Plan

401(k) retirement plan · Robert A.M. Stern Architects, LLP's Robert A.M. Stern Architects 401(k) Profit Sharing Plan held $77.5M in plan assets for 230 participants in 2024, with Vanguard as recordkeeper.

Active participants

230

Accounts w/ balance

461

Plan assets (EOY)

$77.5M

Net assets (EOY)

$77.5M

People on this filing

NUNE Dzhunelova signed Robert A.M. Stern Architects, LLP's 2024 Form 5500 as plan administrator.

NUNE Dzhunelova — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Robert A.M. Stern Architects, LLP's EIN is 13-3471765.

EIN 13-3471765

Plan number 001

Plan year 2024

ACK ID 20251003120833NAL0000793635001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Robert A.M. Stern Architects, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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

Knocking points off

Bottom-decile employer contributions per participant (2nd percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

ROBERT A.M. STERN ARCHITECTS, LLP

EIN

all filings

Address

ONE PARK AVENUE, 16TH FLOOR · NEW YORK, NY · 10016

Phone

(212) 967-5100

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

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

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$37K	—
VANGUARD ADVISERS INC.	23-2811930	—	NONE	$25K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC.

Investments

28 direct securities · 1 pooled fund· $68.3M(88% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$35.4M

13 holdings

Common Collective Trusts

$27.8M

9 holdings

Other securities

$2.5M

5 holdings

Common Stocks

$1.3M

1 holding

Common Collective Trust

$1.3M

1 holding

					% of plan
Vanguard 500 Index Fund Admiral Shares	Common Collective Trusts	—	—	$11.5M	14.8%
Vanguard Target Retirement 2025 Fund	Mutual Funds	—	—	$8.0M	10.3%
Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$7.5M	9.6%
Vanguard Target Retirement 2030 Fund	Mutual Funds	—	—	$4.6M	5.9%
Vanguard Target Retirement 2045 Fund	Mutual Funds	—	—	$4.4M	5.7%
Vanguard Total International Stock Index Fund Admiral Shr	Common Collective Trusts	—	—	$4.1M	5.3%
Vanguard Total Bond Market Index Fund Admiral Shares	Common Collective Trusts	—	—	$4.1M	5.2%
Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$3.1M	4.0%
Vanguard Target Retirement 2055 Fund	Mutual Funds	—	—	$3.0M	3.9%
Vanguard Target Retirement 2060 Fund	Mutual Funds	—	—	$2.1M	2.7%
Vanguard Small-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$2.0M	2.6%
Vanguard Mid-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$2.0M	2.6%
Vanguard Growth Index Fund Admiral Shares	Common Collective Trusts	—	—	$1.7M	2.2%
MetLife Group Annuity Contract; Fee Class J	Common Stocks	—	—	$1.3M	1.7%
MET LIFE STABLE SOL (25554) WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY CIT · EIN 26-0142858 / PN 094	Common Collective Trust	—	—	$1.3M	1.7%
Vanguard Real Estate Index Fund Admiral Shares	Common Collective Trusts	—	—	$1.2M	1.5%
Blackrock Equity Dividend Fund; Institutional Class	Other securities	—	—	$1.1M	1.5%
Vanguard Target Retirement Income	Mutual Funds	—	—	$968K	1.2%
MFS Total Return Fund; Class R6 85 T. Rowe T. Rowe Price New Horizons Fund; I Class	Mutual Funds	—	—	$967K	1.2%
Vanguard Emerging Markets Stock Index Fund Admiral Shr	Common Collective Trusts	—	—	$925K	1.2%
JP Morgan JP Morgan Mid Cap Value Fund; Class L	Other securities	—	—	$706K	0.9%
Vanguard Cash Reserves Federal MM Fund Admiral Shares	Mutual Funds	—	—	$472K	0.6%
Vanguard Intermediate-Term Treasury Index Fund: Adm Shr	Common Collective Trusts	—	—	$390K	0.5%
Delaware Small Cap Value Fund; Institutional Class	Other securities	—	—	$302K	0.4%
Vanguard Target Retirement 2065 Fund	Mutual Funds	—	—	$260K	0.3%
Virtus Seix High Income Fund; Class I	Other securities	—	—	$206K	0.3%
Blackrock Global Allocation Fund; Institutional Class	Other securities	—	—	$148K	0.2%
Vanguard Target Retirement 2070 Fund	Mutual Funds	—	—	$16K	<0.1%
Vanguard Target Retirement 2020 Fund	Mutual Funds	—	—	$9K	<0.1%