How big is S.R. Snodgrass, P.C.'s plan?

S.R. Snodgrass, P.C.'s plan reported $22.8M in assets and 111 participants for 2024.

Original filing (PDF)20251001113530NAL0031531218001

S.R. Snodgrass, P.C.

Name: S.R. Snodgrass, P.C. — S.R. Snodgrass, P.C. Employee, Form 5500 (2024)
Creator: S.R. Snodgrass, P.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

S.R. Snodgrass, P.C. Employee 401(k) Retirement Savings Plan

401(k) retirement plan · S.R. Snodgrass, P.C.'s S.R. Snodgrass, P.C. Employee 401(k) Retirement Savings Plan held $22.8M in plan assets for 111 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

111

Accounts w/ balance

154

Plan assets (EOY)

$22.8M

Net assets (EOY)

$22.8M

Plan identifiers

S.R. Snodgrass, P.C.'s EIN is 25-1616561.

EIN 25-1616561

Plan number 006

Plan year 2024

ACK ID 20251001113530NAL0031531218001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for S.R. Snodgrass, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

S.R. Snodgrass, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (89th percentile).

Plan sponsor

Name

S.R. SNODGRASS, P.C.

EIN

all filings

Address

2009 MACKENZIE WAY · SUITE 340 · CRANBERRY TOWNSHIP, PA · 16066

Phone

(724) 934-0344

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

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)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL SERVICES	93-1253576	—	NONE	$17K	—

Investments

24 direct securities· $22.4M(99% of reported assets)

Mutual Funds

$10.8M

7 holdings

Common Collective Trusts

$7.3M

6 holdings

Other securities

$4.3M

10 holdings

Self-Directed Brokerage

$9K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund N/R	Common Collective Trusts	—	—	$4.0M	17.7%
Dodge & Cox Balanced X Mutual Fund N/R	Mutual Funds	—	—	$3.5M	15.5%
American Funds Fundamental Inv. Mutual Fund N/R	Mutual Funds	—	—	$3.1M	13.5%
Fidelity Mid Cap Index Fund Mutual Fund N/R	Common Collective Trusts	—	—	$2.3M	10.1%
Vanguard Federal Money Market Fund Money Market Fund N/R	Mutual Funds	—	—	$1.3M	5.7%
Macquarie Small Cap Val R6 Mutual Fund N/R	Other securities	—	—	$1.2M	5.1%
Dodge & Cox Stock X Mutual Fund N/R	Mutual Funds	—	—	$1.1M	4.8%
Neuberger Berman Intl Equity Mutual Fund N/R	Other securities	—	—	$982K	4.3%
Pimco Total Return Fund Institutional Mutual Fund N/R	Mutual Funds	—	—	$793K	3.5%
Federated Short-Interm TTL Ret Bd R6 Mutual Fund N/R	Other securities	—	—	$690K	3.0%
Fidelity Small Cap Index Fund Premium Mutual Fund N/R	Common Collective Trusts	—	—	$690K	3.0%
Dodge & Cox Income X Mutual Fund N/R	Mutual Funds	—	—	$567K	2.5%
Principal Edge MidCap Fund R6 Mutual Fund N/R	Other securities	—	—	$557K	2.4%
Invesco EQV International Small Company Fund Class Y Mutual Fund N/R	Mutual Funds	—	—	$475K	2.1%
Allspring Special Mid Cap Value Fund R6 Mutual Fund N/R	Other securities	—	—	$305K	1.3%
The Merger Fund Class I Mutual Fund N/R	Other securities	—	—	$160K	0.7%
Calamos Market Neutral Income R6 Mutual Fund N/R	Other securities	—	—	$146K	0.6%
Fidelity U.S. Bond Index Fund Premium Mutual Fund N/R	Common Collective Trusts	—	—	$142K	0.6%
Brandes Emerging Markets Value I Mutual Fund N/R	Other securities	—	—	$141K	0.6%
ClearBridge Small Cap Growth Fund Mutual Fund N/R	Other securities	—	—	$107K	0.5%
Touchstone Ultra Short Duration Fixed Income Mutual Fund N/R	Other securities	—	—	$76K	0.3%
Fidelity Emerging Markets Index Fund Premium Mutual Fund N/R	Common Collective Trusts	—	—	$69K	0.3%
Fidelity International Index Fund Premium Mutual Fund N/R	Common Collective Trusts	—	—	$54K	0.2%
Charles Schwab Investments Participant-Directed Brokerage Account N/R	Self-Directed Brokerage	—	—	$9K	<0.1%