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Original filing (PDF)20251007102235NAL0004432817001
KML LAW GROUP, P.C.
Form 5500
FILING_RECEIVED
KML LAW GROUP, P.C. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
114
Accounts w/ balance
175
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
3 pooled trusts
Schedule D
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KML LAW GROUP, P.C..
Plan sponsor
Name
KML LAW GROUP, P.C.
EIN
23-2179697
Address
701 MARKET STREET - SUITE 5000 · PHILADELPHIA, PA · 19106
Phone
(215) 627-1322
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
2025-10-07
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA ADVISORS LLC | 13-3623351 | — | INVESTMENT ADVISOR | $22K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MANDMARBLESTONE GROUP LLC | 20-4780677 | — | THIRD PARTY ADMINISTRATO | $5K | — |
Investments
28 direct securities · 3 pooled funds· $9.5M(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
$9.5M
28 holdings
Common Collective Trust
$68K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Global Advisors State Street Target Retirement 2045 K | — | — | — | $2.3M | 24.0% | |
| Fidelity Management Trust Company Fidelity 500 Index | — | — | — | $2.3M | 23.6% | |
| State Street Global Advisors State Street Target Retirement 2050 K | — | — | — | $1.2M | 12.8% | |
| State Street Global Advisors State Street Target Retirement 2030 K | — | — | — | $622K | 6.4% | |
| State Street Global Advisors State Street Target Retirement 2040 K | — | — | — | $523K | 5.4% | |
| State Street Global Advisors State Street Target Retirement 2025 K | — | — | — | $389K | 4.0% | |
| State Street Global Advisors State Street Target Retirement 2035 K | — | — | — | $383K | 3.9% | |
| State Street Global Advisors State Street Target Retirement 2055 K | — | — | — | $351K | 3.6% | |
| PGIM Investments PGIM Total Return Bond R6 | — | — | — | $233K | 2.4% | |
| Empower Annuity Insurance Company of America Empower Investments Fixed Account Series Class II | — | — | — | $148K | 1.5% | |
| PGIM Investments PGIM High-Yield R6 | — | — | — | $140K | 1.4% | |
| through August 2029 | — | — | — | $138K | 1.4% | |
| Fidelity Management Trust Company Fidelity International Index | — | — | — | $121K | 1.2% | |
| State Street Global Advisors State Street Target Retirement 2020 K | — | — | — | $121K | 1.2% | |
| Fidelity Management Trust Company Fidelity Large Cap Growth Index | — | — | — | $96K | 1.0% | |
| MetLife Insurance Company Cash surrender value of life insurance contract | — | — | — | $88K | 0.9% | |
| State Street Global Advisors State Street Target Retirement 2060 K | — | — | — | $68K | 0.7% | |
| SSGA RUSSELL SC VALUE INDEX NL CLAS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $68K | 0.7% | |
| John Hancock Life Insurance Company (U.S.A.) Cash surrender value of life insurance contracts | — | — | — | $44K | 0.5% | |
| Dimensional Fund Advisors DFA U.S. Small Cap I | — | — | — | $35K | 0.4% | |
| T. Rowe Price T. Rowe Price Science and Technology Fund | — | — | — | $26K | 0.3% | |
| Fidelity Management Trust Company Fidelity Inflation Protected Bond Index | — | — | — | $18K | 0.2% | |
| J.P. Morgan Asset Management J.P. Morgan Large Cap Value R6 | — | — | — | $18K | 0.2% | |
| Fidelity Management Trust Company Fidelity Emerging Markets Index | — | — | — | $16K | 0.2% | |
| America Century Investments American Century Mid Cap Value R6 | — | — | — | $15K | 0.2% | |
| Fidelity Management Trust Company Fidelity Mid Cap Index | — | — | — | $9K | <0.1% | |
| Dimensional Fund Advisors DFA U.S. Small Cap Gwoth Instl | — | — | — | $5K | <0.1% | |
| Franklin Templeton Franklin Real Estate Securities R6 | — | — | — | $5K | <0.1% | |
| Franklin Templeton Franklin Small -Mid Cap Growth R6 | — | — | — | $3K | <0.1% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R AST WILMINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 2000 GROWTH INDEX AST WILMINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% |
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