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Original filing (PDF)20251002081822NAL0000360544001
POST & SCHELL, P.C.
Form 5500
FILING_RECEIVED
POST & SCHELL, P.C. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
276
Accounts w/ balance
373
Plan assets (EOY)
$160.9M
Net assets (EOY)
$160.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POST & SCHELL, P.C..
Plan sponsor
Name
POST & SCHELL, P.C.
EIN
23-1877133
Address
1600 JFK BLVD. - 13TH FLOOR · PHILADELPHIA, PA · 191037421
Phone
(215) 587-1000
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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS LLC | 84-0858799 | — | CONSULTANT | $63K | — |
| ADVUS FINANCIAL PARTNERS, LLC | 85-4001199 | — | INVESTMENT ADVISOR | $33K | — |
Investments
34 direct securities · 2 pooled funds· $162.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$152.6M
34 holdings
Common Collective Trust
$10.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Fiduciary Trust Company Vanguard Institutional Index Fund Inst'l Shares | — | — | — | $22.4M | 13.9% | |
| Vanguard Fiduciary Trust Company Vanguard Windsor II Fund, Admiral Shares | — | — | — | $16.6M | 10.3% | |
| JP Morgan Investment Banking Company JP Morgan Large Cap Growth Fund, Class R6 | — | — | — | $14.3M | 8.9% | |
| Vanguard Fiduciary Trust Company Vanguard Retirement Savings Trust III | — | — | — | $10.1M | 6.2% | |
| VANG RET SAV TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $10.1M | 6.2% | |
| Vanguard Fiduciary Trust Company Vanguard Wellington Fund, Admiral Shares | — | — | — | $9.4M | 5.8% | |
| Vanguard Fiduciary Trust Company Vanguard Total Bond Market Index Fund, Admiral Shares | — | — | — | $9.2M | 5.7% | |
| Dodge & Cox Fund Management Company Dodge & Cox Income Fund | — | — | — | $6.5M | 4.0% | |
| Vanguard Fiduciary Trust Company Vanguard Institutional Target Retirement 2040 Fund | — | — | — | $6.3M | 3.9% | |
| Vanguard Fiduciary Trust Company Vanguard International Growth Fund, Admiral Shares | — | — | — | $5.1M | 3.1% | |
| Vanguard Fiduciary Trust Company Vanguard Total International Stock Index Fund, Admiral Shares | — | — | — | $4.2M | 2.6% | |
| Vanguard Fiduciary Trust Company Vanguard Institutional Target Retirement 2025 Fund | — | — | — | $4.0M | 2.5% | |
| Dodge & Cox Fund Management Company Dodge & Cox International Stock Fund | — | — | — | $3.4M | 2.1% | |
| Vanguard Fiduciary Trust Company Vanguard Federal Money Market Fund | — | — | — | $3.4M | 2.1% | |
| Vanguard Fiduciary Trust Company Vanguard Institutional Target Retirement 2045 Fund | — | — | — | $3.2M | 2.0% | |
| PIMCO Investment Management Company PIMCO Income Fund, Institutional Class | — | — | — | $2.9M | 1.8% | |
| Vanguard Fiduciary Trust Company Vanguard Mid-Cap Index Fund, Admiral Shares | — | — | — | $2.9M | 1.8% | |
| Vanguard Fiduciary Trust Company Vanguard Institutional Target Retirement 2050 Fund | — | — | — | $2.9M | 1.8% | |
| Vanguard Fiduciary Trust Company Vanguard Institutional Target Retirement 2030 Fund | — | — | — | $2.7M | 1.7% | |
| Vanguard Fiduciary Trust Company Vanguard Inflation-Protected Securities Fund, Admiral Shares | — | — | — | $2.7M | 1.7% | |
| American Funds American Funds New World Fund, Class R6 | — | — | — | $2.6M | 1.6% | |
| AQR Capital Management AQR Large Cap Defensive Style Fund, Class R6 | — | — | — | $2.5M | 1.6% | |
| MFS Investment Management Company MFS Mid Cap Value, Class R6 | — | — | — | $2.4M | 1.5% | |
| Vanguard Fiduciary Trust Company Vanguard Institutional Target Retirement 2020 Fund | — | — | — | $2.0M | 1.3% | |
| Vanguard Fiduciary Trust Company Vanguard Institutional Target Retirement 2055 Fund | — | — | — | $1.9M | 1.2% | |
| Vanguard Fiduciary Trust Company Vanguard GNMA Fund, Admiral Shares | — | — | — | $1.8M | 1.1% | |
| Vanguard Fiduciary Trust Company Vanguard Small-Cap Growth Index Fund, Admiral Shares | — | — | — | $1.6M | 1.0% | |
| Vanguard Fiduciary Trust Company Vanguard Institutional Target Retirement 2060 Fund | — | — | — | $1.2M | 0.7% | |
| BlackRock Investment Group BlackRock Mid-Cap Growth Equity Portfolio, Institutional Class | — | — | — | $1.1M | 0.7% | |
| Vanguard Fiduciary Trust Company Vanguard Institutional Target Retirement Income Fund | — | — | — | $1.1M | 0.7% | |
| Royce Investment Partners Royce Small-Cap Total Return Fund, Institutional Class | — | — | — | $893K | 0.6% | |
| Notes receivable from participants Interest rates range from 4.25% to 9.50% | — | — | — | $608K | 0.4% | |
| Vanguard Fiduciary Trust Company Vanguard Small-Cap Value Index Fund, Admiral Shares | — | — | — | $507K | 0.3% | |
| Vanguard Fiduciary Trust Company Vanguard Institutional Target Retirement 2065 Fund | — | — | — | $118K | <0.1% | |
| Vanguard Fiduciary Trust Company Vanguard Institutional Target Retirement 2070 Fund | — | — | — | $31K | <0.1% | |
| VANGUARD RETIREMENT SAV. TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |