How big is Sills Cummis & Gross P.C.'s plan?

Sills Cummis & Gross P.C.'s plan reported $43.1M in assets and 94 participants for 2024.

Original filing (PDF)20250902152618NAL0024640288001

Sills Cummis & Gross P.C.

Name: Sills Cummis & Gross P.C. — Sills Cummis & Gross, Form 5500 (2024)
Creator: Sills Cummis & Gross P.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sills Cummis & Gross P.C. 401(k) Plan

401(k) retirement plan · Sills Cummis & Gross P.C.'s Sills Cummis & Gross P.C. 401(k) Plan held $43.1M in plan assets for 94 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

High average account balanceSelf-directed brokerage offered

Active participants

Accounts w/ balance

189

Plan assets (EOY)

$43.1M

Net assets (EOY)

$43.1M

People on this filing

Donald Grover signed Sills Cummis & Gross P.C.'s 2024 Form 5500 as plan administrator.

Donald Grover — 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

Sills Cummis & Gross P.C.'s EIN is 22-1920331.

EIN 22-1920331

Plan number 005

Plan year 2024

ACK ID 20250902152618NAL0024640288001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sills Cummis & Gross P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sills Cummis & Gross P.C.'s plan includes a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

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How this plan invests

This plan

32 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 (93rd percentile).
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

SILLS CUMMIS & GROSS P.C.

EIN

all filings

Address

1 RIVERFRONT PLAZA · NEWARK, NJ · 07102

Phone

(973) 643-7000

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

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

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$44K	—

Investments

32 direct securities· $43.1M(100% of reported assets)

Mutual Funds

$24.9M

24 holdings

Common Collective Trusts

$10.5M

3 holdings

Other securities

$5.9M

2 holdings

U.S. Treasuries

$1.1M

1 holding

Self-Directed Brokerage

$558K

1 holding

Common Stocks

$85K

1 holding

					% of plan
Fidelity Contrafund K Mutual fund	Mutual Funds	—	—	$7.3M	17.0%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$7.2M	16.7%
T. Rowe Price Blue Chip Growth Fund Mutual fund	Other securities	—	—	$5.8M	13.5%
Fidelity New Millennium Fund Mutual fund	Mutual Funds	—	—	$3.5M	8.2%
Fidelity Governmental Money Market Fund Premium Class Mutual fund	Mutual Funds	—	—	$2.1M	4.9%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$1.9M	4.5%
Fidelity Freedom K 2040 Fund Mutual fund	Mutual Funds	—	—	$1.4M	3.3%
Fidelity U.S. Bond Index Fund Investor Class Mutual fund	Common Collective Trusts	—	—	$1.4M	3.2%
Fidelity International Index Mutual fund	Mutual Funds	—	—	$1.3M	3.1%
PIMCO Real Return Fund Institutional Class Mutual fund	Mutual Funds	—	—	$1.1M	2.6%
Vanguard Intermediate-Term US Treasury Portfolio Mutual fund	U.S. Treasuries	—	—	$1.1M	2.6%
Fidelity Equity Dividend Income Fund Mutual fund	Mutual Funds	—	—	$968K	2.2%
Fidelity Freedom K 2030 Fund Mutual fund	Mutual Funds	—	—	$955K	2.2%
Vanguard Small Cap Index Admiral Mutual fund	Mutual Funds	—	—	$899K	2.1%
Fidelity Puritan Fund Class K Mutual fund	Mutual Funds	—	—	$821K	1.9%
Fidelity Freedom K 2050 Fund Mutual fund	Mutual Funds	—	—	$733K	1.7%
Fidelity Overseas Fund Class K Mutual fund	Mutual Funds	—	—	$674K	1.6%
Fidelity Small Cap Growth Mutual fund	Mutual Funds	—	—	$660K	1.5%
Vanguard Short-Term Investment Grade Admiral Mutual fund	Mutual Funds	—	—	$564K	1.3%
Fidelity Brokerage Link Self-directed brokerage account	Self-Directed Brokerage	—	—	$558K	1.3%
Fidelity Freedom K 2055 Fund Mutual fund	Mutual Funds	—	—	$462K	1.1%
Fidelity Freedom K 2045 Fund Mutual fund	Mutual Funds	—	—	$286K	0.7%
Fidelity Freedom K 2015 Fund Mutual fund	Mutual Funds	—	—	$229K	0.5%
Fidelity Freedom K 2035 Fund Mutual fund	Mutual Funds	—	—	$193K	0.4%
Fidelity Freedom K 2020 Fund Mutual fund	Mutual Funds	—	—	$185K	0.4%
Fidelity Freedom K 2060 Fund Mutual fund	Mutual Funds	—	—	$153K	0.4%
Fidelity Freedom K 2025 Fund Mutual fund	Mutual Funds	—	—	$147K	0.3%
participant account balances	Other securities	—	—	$116K	0.3%
Victory Sycamore Small Company Opportunity Fund Mutual fund	Common Stocks	—	—	$85K	0.2%
Fidelity Freedom K 2065 Fund Mutual fund	Mutual Funds	—	—	$84K	0.2%
FID FREEDOM INC K Mutual fund 330 * Fidelity Freedom K 2010 Fund Mutual fund	Mutual Funds	—	—	$32K	<0.1%
Invesco Diversified Dividend Fund Class R6 Mutual fund	Mutual Funds	—	—	$13K	<0.1%