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Original filing (PDF)20251015153557NAL0010088322001
STEMLINE THERAPEUTICS, INC.
Form 5500
FILING_RECEIVED
STEMLINE THERAPEUTICS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
358
Accounts w/ balance
364
Plan assets (EOY)
$36.8M
Net assets (EOY)
$36.8M
How this plan invests
This plan
16 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEMLINE THERAPEUTICS, INC..
Plan sponsor
Name
STEMLINE THERAPEUTICS, INC.
EIN
45-0522567
Address
750 LEXINGTON AVE FLOOR 4 · NEW YORK, NY · 10022
Phone
(646) 502-2310
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
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)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$1K | — |
Investments
11 direct securities · 16 pooled funds· $35.8M(97% 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.
Common Collective Trust
$20.6M
16 holdings
Uncategorized
$15.1M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund | — | — | — | $6.1M | 16.6% | |
| TRP RET HYB 2035 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $5.6M | 15.1% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $3.4M | 9.3% | |
| TRP RET HYB 2045 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $3.1M | 8.4% | |
| TRP RET HYB 2040 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $3.0M | 8.3% | |
| TRP RET HYB 2030 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $2.6M | 7.1% | |
| TRP RET HYB 2050 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $2.4M | 6.5% | |
| Fidelity Investments Extended Market Index Fund | — | — | — | $1.4M | 3.9% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.8% | |
| Vanguard Explorer Fund Admiral | — | — | — | $1.0M | 2.8% | |
| TRP RET HYB 2025 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $813K | 2.2% | |
| Vanguard Federal Money Market | — | — | — | $813K | 2.2% | |
| PGIM Investments Total Return Bond R6 | — | — | — | $798K | 2.2% | |
| MFS LRG CAP VALUE CT WILMINGTON TRUST, N.A. · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $583K | 1.6% | |
| TRP RET HYB 2055 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $565K | 1.5% | |
| Fidelity Investments Global Ex US Index Fund | — | — | — | $438K | 1.2% | |
| Fidelity Investments US Bond Index Fund | — | — | — | $430K | 1.2% | |
| Principal Funds Small Cap Value II R6 | — | — | — | $387K | 1.1% | |
| TRP RET HYB 2060 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $324K | 0.9% | |
| Notes receivable from participants maturity dates through November 2029 | — | — | — | $239K | 0.7% | |
| TRP RET HYB 2065 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $210K | 0.6% | |
| TRP RET HYB 2020 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $199K | 0.5% | |
| TRP RET HYB 2015 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $161K | 0.4% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $41K | 0.1% | |
| Fidelity Investments Self-directed brokerage account | — | — | — | $35K | <0.1% | |
| MFS MID CAP VALUE CT WILMINGTON TRUST, N.A. · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $4K | <0.1% | |
| TRP RET HYB 2010 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $2K | <0.1% |
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