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Original filing (PDF)20250930161350NAL0016718995001
STRADLEY, RONON, STEVENS & YOUNG, LLP
Form 5500
FILING_RECEIVED
STRADLEY, RONON, STEVENS & YOUNG LLP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
137
Accounts w/ balance
167
Plan assets (EOY)
$17.3M
Net assets (EOY)
$17.3M
How this plan invests
This plan
1 pooled trust
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $210 | — |
Investments
33 direct securities · 1 pooled fund· $17.7M(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.
Uncategorized
$17.6M
33 holdings
Common Collective Trust
$48K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | — | — | — | $2.1M | 12.3% | |
| VANGUARD TARGET RETIREMNT 2055 Registered Investment Company | — | — | — | $1.6M | 9.3% | |
| American Funds American Funds Fundamental Investors | — | — | — | $1.4M | 8.2% | |
| Vanguard Target Retirement 2050 | — | — | — | $1.4M | 7.9% | |
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $1.3M | 7.7% | |
| Vanguard Target Retirement 2060 | — | — | — | $1.1M | 6.4% | |
| MFS Growth R6 | — | — | — | $1.0M | 6.0% | |
| Vanguard Windsor II Adm | — | — | — | $813K | 4.7% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $716K | 4.1% | |
| Personal Choice Retirement Brokerage account | — | — | — | $670K | 3.9% | |
| Vanguard Small Cap Value Index Adm | — | — | — | $596K | 3.5% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $514K | 3.0% | |
| American Funds American Funds EuroPacific Growth | — | — | — | $488K | 2.8% | |
| Vanguard Wellington Adm | — | — | — | $422K | 2.4% | |
| Vanguard Explorer Admiral | — | — | — | $387K | 2.2% | |
| BlackRock Inflation Protected Bond | — | — | — | $385K | 2.2% | |
| BLACKROCK INFLT PROT BD INSTL Registered Investment Company | — | — | — | $385K | 2.2% | |
| Victory Capital Victory Sycamore Established Value | — | — | — | $318K | 1.8% | |
| PIMCO Total Return | — | — | — | $289K | 1.7% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth | — | — | — | $287K | 1.7% | |
| Vanguard Target Retirement 2035 | — | — | — | $247K | 1.4% | |
| Charles Schwab Bank Schwab Retirement Government Money Fund | — | — | — | $175K | 1.0% | |
| Fidelity Investments Fidelity Extended Mkt Index | — | — | — | $155K | 0.9% | |
| DFA International Small Company | — | — | — | $152K | 0.9% | |
| Vanguard Target Retirement 2040 | — | — | — | $139K | 0.8% | |
| Vanguard Target Retirement 2045 | — | — | — | $135K | 0.8% | |
| Participant loans Interest rates ranging from 3.25% to 8.50% | — | — | — | $94K | 0.5% | |
| Vanguard Target Retirement 2065 | — | — | — | $72K | 0.4% | |
| Vanguard Target Retirement 2020 | — | — | — | $66K | 0.4% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $48K | 0.3% | |
| Vanguard Total International Bond Index Adm | — | — | — | $43K | 0.3% | |
| Vanguard Target Retirement Income | — | — | — | $37K | 0.2% | |
| Vanguard Target Retirement 2070 | — | — | — | $26K | 0.2% | |
| Vanguard Target Retirement 2025 93 Vanguard Target Retirement 2030 | — | — | — | $4K | <0.1% |
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