How big is Withumsmith+Brown PC's plan?

Withumsmith+Brown PC's plan reported $326.1M in assets and 1,995 participants for 2024.

Original filing (PDF)20250819134505NAL0002371873001

Withumsmith+Brown PC

Name: Withumsmith+Brown PC — Withumsmith+Brown 401(k), Form 5500 (2024)
Creator: Withumsmith+Brown PC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Withumsmith+Brown 401(k) Employee Savings Plan

401(k) retirement plan · Withumsmith+Brown PC's Withumsmith+Brown 401(k) Employee Savings Plan held $326.1M in plan assets for 1,995 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

1,995

Accounts w/ balance

2,304

Plan assets (EOY)

$326.1M

Net assets (EOY)

$326.1M

People on this filing

Nanci Batchelor signed Withumsmith+Brown PC's 2024 Form 5500 as plan administrator.

Nanci Batchelor — 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

Withumsmith+Brown PC's EIN is 22-2027092.

EIN 22-2027092

Plan number 001

Plan year 2024

ACK ID 20250819134505NAL0002371873001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Withumsmith+Brown PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Withumsmith+Brown PC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WITHUMSMITH+BROWN PC.

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How this plan invests

This plan

33 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

WITHUMSMITH+BROWN PC

EIN

all filings

Address

506 CARNEGIE CENTER · SUITE 400 · PRINCETON, NJ · 085406243

Phone

(609) 520-1188

Industry

CPA Offices· 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

2025-08-19

Pension benefit codes

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2R · Participant-directed brokerage (SDBA)

2J · 401(k) feature

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$132K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PINNACLE	13-3220717	—	CONSULTANT	$340K	—
NEWPORT CAPITAL GROUP

Investments

33 direct securities· $313.1M(96% of reported assets)

Other securities

$150.3M

20 holdings

Self-Directed Brokerage

$73.2M

1 holding

Mutual Funds

$48.7M

10 holdings

Common Collective Trusts

$33.5M

1 holding

Pooled Separate Accounts

$7.6M

1 holding

					% of plan
Self-directed brokerage accounts Brokerage fund options -	Self-Directed Brokerage	—	—	$73.2M	22.4%
Fidelity 500 Index Mutual fund -	Common Collective Trusts	—	—	$33.5M	10.3%
AmericanFunds Target Date 2050 Mutual fund -	Other securities	—	—	$19.0M	5.8%
MainStay Winslow Large Cap Growth Mutual fund -	Other securities	—	—	$16.9M	5.2%
AmericanFunds Target Date 2035 Mutual fund -	Other securities	—	—	$16.7M	5.1%
AmericanFunds Target Date 2045 Mutual fund -	Other securities	—	—	$14.5M	4.4%
Fidelity Select Technology Index Mutual fund -	Mutual Funds	—	—	$13.9M	4.3%
AmericanFunds Target Date 2040 Mutual fund -	Other securities	—	—	$13.1M	4.0%
TRowe Price Spectrum Moderate Growth Mutual fund -	Mutual Funds	—	—	$11.4M	3.5%
AmericanFunds Target Date 2030 Mutual fund -	Other securities	—	—	$9.4M	2.9%
AB Equity Income Fund Mutual fund -	Other securities	—	—	$8.5M	2.6%
TRowe Price Spectrum Moderate Mutual fund -	Mutual Funds	—	—	$7.9M	2.4%
Prudential Principal Preservation Separate Account Group annuity insurance contract -	Pooled Separate Accounts	—	—	$7.6M	2.3%
AmericanFunds Target Date 2060 Mutual fund -	Other securities	—	—	$7.3M	2.2%
AmericanFunds Target Date 2055 Mutual fund -	Other securities	—	—	$7.0M	2.2%
Fidelity Mid Cap Index Mutual fund -	Mutual Funds	—	—	$6.4M	2.0%
AmericanFunds Target Date 2065 Mutual fund -	Other securities	—	—	$5.7M	1.7%
AmericanFunds Target Date 2025 Mutual fund -	Other securities	—	—	$4.7M	1.4%
Victory Sycamore Established Value R6 Mutual fund -	Other securities	—	—	$4.5M	1.4%
AmericanFunds EuroPacific Growth Mutual fund -	Other securities	—	—	$3.8M	1.2%
Victory RS Global R6 Mutual fund -	Other securities	—	—	$3.7M	1.1%
Loomis Core Plus Bond Fund Mutual fund -	Other securities	—	—	$3.6M	1.1%
AmericanFunds Target Date 2020 Mutual fund -	Other securities	—	—	$3.4M	1.0%
secured by participants' vested balances -	Other securities	—	—	$2.2M	0.7%
Principal Small Cap Value Mutual fund -	Other securities	—	—	$2.1M	0.7%
Nueberger Berman High Income Bond R6 Mutual fund -	Other securities	—	—	$2.1M	0.7%
Fidelity Select Energy Index Mutual fund -	Mutual Funds	—	—	$2.0M	0.6%
BlackRock Global Allocation Mutual fund -	Other securities	—	—	$2.0M	0.6%
TRowe Price Spectrum Moderate Conservative Mutual fund -	Mutual Funds	—	—	$2.0M	0.6%
Fidelity Select Financial Index Mutual fund -	Mutual Funds	—	—	$1.8M	0.6%
Fidelity International Index Mutual fund -	Mutual Funds	—	—	$1.6M	0.5%
Vanguard Federal Money Market Fund Mutual fund -	Mutual Funds	—	—	$961K	0.3%
Fidelity Inflation-protected Bond Index Mutual fund -	Mutual Funds	—	—	$695K	0.2%