Back to filter
Original filing (PDF)20251013085022NAL0001539568001
STANLEY MARTIN HOMES, LLC
Form 5500
FILING_RECEIVED
STANLEY MARTIN 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,492
Accounts w/ balance
1,589
Plan assets (EOY)
$113.6M
Net assets (EOY)
$113.6M
How this plan invests
This plan
31 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANLEY MARTIN HOMES, LLC.
Plan sponsor
Name
STANLEY MARTIN HOMES, LLC
EIN
20-8046523
Address
11710 PLAZA AMERICA DRIVE #1100 · RESTON, VA · 20190
Phone
(703) 964-5000
Industry
Constructionsee all
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SNYDER COHN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $98K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $67K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
12 direct securities · 31 pooled funds· $126.0M(100% 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.
Common Collective Trust
$97.2M
31 holdings
Uncategorized
$28.8M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $24.8M | 21.8% | |
| FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $21.7M | 19.1% | |
| FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $16.4M | 14.4% | |
| FlexPATH Strategies Moderate Retirement Fund n/a | — | — | — | $13.6M | 12.0% | |
| FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $13.6M | 12.0% | |
| T. Rowe Price Large-Cap Growth Fund n/a | — | — | — | $6.1M | 5.4% | |
| BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $4.3M | 3.8% | |
| J.P. Morgan U.S. Equity Fund n/a | — | — | — | $3.8M | 3.4% | |
| FLEXPATH+AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 001 | Common Collective Trust | — | — | $2.5M | 2.2% | |
| FLEXPATH+AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 001 | Common Collective Trust | — | — | $2.3M | 2.0% | |
| FLEXPATH+MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3216409 / PN 242 | Common Collective Trust | — | — | $1.6M | 1.4% | |
| Fidelity Investments Mid Cap Index Fund n/a | — | — | — | $1.4M | 1.2% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.3M | 1.2% | |
| BR EAFE EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $1.3M | 1.1% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $950K | 0.8% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $927K | 0.8% | |
| FLEXPATH+AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 001 | Common Collective Trust | — | — | $927K | 0.8% | |
| Fidelity Investments Small Cap Index Fund n/a | — | — | — | $768K | 0.7% | |
| CORE PLUS BOND I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $753K | 0.7% | |
| GG EUROPAC GROWTH I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $743K | 0.7% | |
| FlexPATH Strategies Aggressive Retirement Fund n/a | — | — | — | $649K | 0.6% | |
| FLEXPATH+AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 001 | Common Collective Trust | — | — | $649K | 0.6% | |
| BlackRock High Yield Bond Portfolio n/a | — | — | — | $635K | 0.6% | |
| ClearBridge Small Cap Growth Fund n/a | — | — | — | $569K | 0.5% | |
| Principal Real Estate Securities Fund n/a | — | — | — | $474K | 0.4% | |
| FLEXPATH+CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 001 | Common Collective Trust | — | — | $453K | 0.4% | |
| SMALL CAP VAL III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $430K | 0.4% | |
| PIMCO Income Fund Institutional n/a | — | — | — | $393K | 0.3% | |
| GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $298K | 0.3% | |
| BR US DEBT INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $282K | 0.2% | |
| FlexPATH Strategies Conservative Retirement Fund n/a | — | — | — | $276K | 0.2% | |
| FLEXPATH+CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 001 | Common Collective Trust | — | — | $276K | 0.2% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $270K | 0.2% | |
| FLEXPATH+CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $244K | 0.2% | |
| FLEXPATH+CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 001 | Common Collective Trust | — | — | $211K | 0.2% | |
| FLEXPATH+AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3216409 / PN 240 | Common Collective Trust | — | — | $25K | <0.1% | |
| Great Gray Trust Company International Stock Fund n/a | — | — | — | $19K | <0.1% | |
| GG INTL STK FUND I1 GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $19K | <0.1% | |
| FLEXPATH+CON 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $8K | <0.1% | |
| FLEXPATH+CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Construction plans
CENTURY COMMUNITIES, INC.
CENTURY COMMUNITIES, INC. 401(K) PLAN
$113.2M · 1,869 participants
TERRAZZO & MARBLE SUPPLY CO. OF ILLINOIS
TERRAZZO & MARBLE SUPPLY CO. OF ILLINOIS EMPLOYEE STOCK OWNERSHIP PLAN
$114.9M · 120 participants
G.L. HOMES OF FLORIDA CORPORATION
G.L. HOMES OF FLORIDA CORPORATION 401(K) PLAN
$111.8M · 568 participants
HHS HUMAN CAPITAL, INC.
HHS HUMAN CAPITAL, INC. 401K PLAN
$116.4M · 1,120 participants
HARDER MECHANICAL CONTRACTORS, INC.
HARDER MECHANICAL CONTRACTORS RETIREMENT PLAN
$110.2M · 339 participants
ASHTON WOODS USA, LLC.
ASHTON WOODS HOMES RETIREMENT SAVINGS PLAN
$118.4M · 1,312 participants
Large plans in Virginia
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
LEIDOS, INC.
LEIDOS, INC. MASTER TRUST
$12.5B