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Original filing (PDF)20250930161030NAL0019691730001
STRADLEY, RONON, STEVENS & YOUNG, LLP
Form 5500
FILING_RECEIVED
STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
153
Accounts w/ balance
185
Plan assets (EOY)
$31.6M
Net assets (EOY)
$31.6M
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 (4 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
004
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)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HAVERFORD TRUST COMPANY | 23-2329854 | — | NONE | $7K | — |
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $612 | — |
Investments
36 direct securities · 1 pooled fund· $38.0M(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.
Uncategorized
$37.3M
36 holdings
Common Collective Trust
$652K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PCRA Self-Directed Brokerage Account | — | — | — | $8.8M | 27.9% | |
| Personal Choice Retirement 1 Brokerage account | — | — | — | $8.6M | 27.1% | |
| Vanguard 500 Index Admiral | — | — | — | $3.0M | 9.4% | |
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $1.3M | 4.0% | |
| Vanguard Wellington Adm | — | — | — | $1.1M | 3.6% | |
| Vanguard Target Retirement 2035 | — | — | — | $1.1M | 3.6% | |
| MFS Growth | — | — | — | $1.1M | 3.6% | |
| Vanguard Windsor II Adm | — | — | — | $972K | 3.1% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $915K | 2.9% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $867K | 2.7% | |
| Vanguard Target Retirement 2030 | — | — | — | $858K | 2.7% | |
| Vanguard Target Retirement 2040 | — | — | — | $773K | 2.4% | |
| Vanguard Target Retirement 2045 | — | — | — | $691K | 2.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $652K | 2.1% | |
| Fidelity Investments Fidelity Extended Mkt Index | — | — | — | $643K | 2.0% | |
| Vanguard Small Cap Value Index Adm | — | — | — | $619K | 2.0% | |
| AMERICAN FUNDAMENTAL INVSTR R6 Registered Investment Company | — | — | — | $589K | 1.9% | |
| Vanguard Target Retirement 2025 | — | — | — | $553K | 1.7% | |
| Vanguard Target Retirement 2050 | — | — | — | $533K | 1.7% | |
| VICTORY SYC EST VALUE R6 Registered Investment Company | — | — | — | $472K | 1.5% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth | — | — | — | $463K | 1.5% | |
| American Funds American Funds EuroPacific Growth | — | — | — | $427K | 1.4% | |
| Vanguard Target Retirement 2055 | — | — | — | $396K | 1.3% | |
| Vanguard Vanguart Target Retirement Income | — | — | — | $363K | 1.1% | |
| PIMCO Total Return | — | — | — | $322K | 1.0% | |
| Personal Choice Retirement 2 Brokerage account | — | — | — | $278K | 0.9% | |
| Vanguard Target Retirement 2020 | — | — | — | $242K | 0.8% | |
| Vanguard Explorer Admiral | — | — | — | $218K | 0.7% | |
| DFA International Small Company | — | — | — | $193K | 0.6% | |
| BlackRock Inflation Protected Bond | — | — | — | $182K | 0.6% | |
| BLACKROCK INFLT PROT BD INSTL Registered Investment Company | — | — | — | $182K | 0.6% | |
| Participant loans Interest rates ranging from 3.25% to 8.50% | — | — | — | $180K | 0.6% | |
| Charles Schwab Bank Schwab Retirement Government Money Fund | — | — | — | $171K | 0.5% | |
| VANGUARD TOTAL INTL BD IDX ADM Registered Investment Company | — | — | — | $107K | 0.3% | |
| Vanguard Target Retirement 2060 | — | — | — | $72K | 0.2% | |
| LIMITED PARTNERSHIP Limited Partnership | — | — | — | $44K | 0.1% | |
| Vanguard Target Retirement 2065 | — | — | — | $7K | <0.1% |
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