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Original filing (PDF)20250930161730NAL0016724627001
STRADLEY, RONON, STEVENS & YOUNG, LLP
Form 5500
FILING_RECEIVED
STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I
401(k) retirement plan
Signals · 3
39% in single holdingNo recordkeeper disclosed10 service providers
Active participants
271
Accounts w/ balance
372
Plan assets (EOY)
$188.2M
Net assets (EOY)
$188.2M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
100
Concentration risk
80
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Personal Choice Retirement 1 Brokerage account" is 39% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRADLEY, RONON, STEVENS & YOUNG, LLP.
Plan sponsor
Name
STRADLEY, RONON, STEVENS & YOUNG, LLP
EIN
23-1130381
Address
2005 MARKET STREET · SUITE 2600 · PHILADELPHIA, PA · 191037018
Phone
(215) 564-8000
Industry
Law Offices· Professional & Technical Servicessee 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
2025-09-30
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HAVERFORD TRUST COMPANY | 23-2329854 | — | NONE | $46K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $38K | — |
| ABACUS PLANNING GROUP INC | 56-2074442 | — | NONE | $30K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $25K | — |
| HIGHTOWER ADVISORS LLC | 36-4500709 | — | NONE | $17K | — |
| KREISCHER MILLER | 23-1980475 | — | NONE | $10K | — |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | 94-3106735 | — | NONE | $9K | — |
| AT INVESTMENT ADVISERS INC | 20-0822261 | — | NONE | $8K | — |
| SIGNATURE INVESTMENT ADVISORS | 45-3791510 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $4K | — |
Investments
33 direct securities · 1 pooled fund· $184.4M(98% 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.
Uncategorized
$181.0M
33 holdings
Common Collective Trust
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Personal Choice Retirement 1 Brokerage account | — | — | — | $72.5M | 38.5% | |
| Vanguard 500 Index Admiral | — | — | — | $17.3M | 9.2% | |
| Vanguard Wellington Adm | — | — | — | $7.6M | 4.0% | |
| MFS Growth | — | — | — | $7.0M | 3.7% | |
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $6.8M | 3.6% | |
| American Funds American Funds Fundamental Investors | — | — | — | $6.4M | 3.4% | |
| Vanguard Windsor II Adm | — | — | — | $5.6M | 3.0% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $5.6M | 3.0% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $4.9M | 2.6% | |
| Vanguard Target Retirement 2025 | — | — | — | $4.1M | 2.2% | |
| Fidelity Investments Fidelity Extended Mkt Index | — | — | — | $4.0M | 2.1% | |
| Vanguard Small Cap Value Index Adm | — | — | — | $3.6M | 1.9% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.5M | 1.8% | |
| Vanguard Target Retirement 2035 | — | — | — | $3.3M | 1.8% | |
| Personal Choice Retirement 2 Brokerage account | — | — | — | $3.1M | 1.6% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth | — | — | — | $2.8M | 1.5% | |
| American Funds American Funds EuroPacific Growth | — | — | — | $2.7M | 1.4% | |
| PIMCO Total Return | — | — | — | $2.7M | 1.4% | |
| Victory Capital Victory Sycamore Established Value | — | — | — | $2.7M | 1.4% | |
| Vanguard Target Retirement 2030 | — | — | — | $2.4M | 1.3% | |
| Vanguard Target Retirement 2045 | — | — | — | $2.3M | 1.2% | |
| Vanguard Target Retirement Income | — | — | — | $2.3M | 1.2% | |
| Vanguard Explorer Admiral | — | — | — | $2.0M | 1.1% | |
| Vanguard Target Retirement 2040 | — | — | — | $1.7M | 0.9% | |
| BlackRock Inflation Protected Bond | — | — | — | $1.6M | 0.8% | |
| Charles Schwab Bank Schwab Retirement Government Money Fund | — | — | — | $1.2M | 0.6% | |
| DFA International Small Company | — | — | — | $1.2M | 0.6% | |
| Vanguard Target Retirement 2055 | — | — | — | $849K | 0.5% | |
| Vanguard Target Retirement 2020 | — | — | — | $794K | 0.4% | |
| Vanguard Total International Bond Index Adm | — | — | — | $742K | 0.4% | |
| Vanguard Target Retirement 2050 | — | — | — | $736K | 0.4% | |
| Participant loans Interest rates ranging from 3.25% to 8.50% | — | — | — | $368K | 0.2% | |
| Vanguard Target Retirement 2060 | — | — | — | $237K | 0.1% | |
| Vanguard Target Retirement 2065 | — | — | — | $46K | <0.1% |