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Original filing (PDF)20251015140401NAL0002537123001
WEBER GALLAGHER SIMPSON STAPLETO
Form 5500
FILING_RECEIVED
WEBER GALLAGHER SIMPSON STAPLETON FIRES & NEWBY, LLP RET
401(k) retirement plan
Active participants
267
Accounts w/ balance
267
Plan assets (EOY)
$34.2M
Net assets (EOY)
$34.2M
How this plan invests
This plan
34 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 WEBER GALLAGHER SIMPSON STAPLETO.
Plan sponsor
Name
WEBER GALLAGHER SIMPSON STAPLETO
EIN
23-2668892
Address
2000 MARKET STREET 13TH FLOOR · PHILADELPHIA, PA · 19103
Phone
(215) 972-7929
Industry
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
2025-10-15
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 46-2648231 | — | INVESTMENT/FINANCIAL ADVI | $42K | — |
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $26K | — |
Investments
34 direct securities· $33.8M(99% of reported assets)
Registered Investment Companies
$27.2M
33 holdings
Uncategorized
$6.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $6.6M | 19.3% | |
| JANUS HENDERSONBALANCED FUND I | Registered Investment Companies | — | — | $4.0M | 11.7% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $3.6M | 10.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $3.5M | 10.2% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $1.6M | 4.7% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $1.5M | 4.5% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $1.3M | 3.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.1M | 3.3% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $1.1M | 3.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $879K | 2.6% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $768K | 2.2% | |
| TRP CAPITAL APPRECIATION | Registered Investment Companies | — | — | $717K | 2.1% | |
| VICTORY RS GLOBAL FUND R6 | Registered Investment Companies | — | — | $713K | 2.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $704K | 2.1% | |
| BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $618K | 1.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $548K | 1.6% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $525K | 1.5% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $503K | 1.5% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $489K | 1.4% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $438K | 1.3% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $395K | 1.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $383K | 1.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $351K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $316K | 0.9% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $270K | 0.8% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $189K | 0.6% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $188K | 0.5% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $139K | 0.4% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $95K | 0.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $88K | 0.3% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $86K | 0.3% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $19K | <0.1% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $5K | <0.1% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $1K | <0.1% |
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