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Original filing (PDF)20251010142527NAL0012792384001
WHITEFORD, TAYLOR & PRESTON, L.L.P.
Form 5500
FILING_RECEIVED
WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
264
Accounts w/ balance
280
Plan assets (EOY)
$109.8M
Net assets (EOY)
$109.8M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Whiteford, Taylor & Preston L.L.P. Master Trust Investment in Master Trust" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITEFORD, TAYLOR & PRESTON, L.L.P..
Plan sponsor
Name
WHITEFORD, TAYLOR & PRESTON, L.L.P.
EIN
52-0619214
Address
7 SAINT PAUL STREET, SUITE 1400 · BALTIMORE, MD · 212021636
Phone
(410) 347-8700
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ELLIN & TUCKER, CHARTERED
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CURIO WEALTH | 93-2822251 | — | NONE | $15K | — |
| CASTLE ROCK PRIVATE WEALTH | — | GREENWOOD VILLAGE, CO | NONE | $6K | — |
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $4K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
2 direct securities · 1 pooled fund· $110.0M(100% 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.
Master Trust
$109.7M
1 holding
Uncategorized
$249K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WHITEFORD TAYLOR & PRESTON LLP MAST WHITEFORD TAYLOR & PRESTON LLP · EIN 52-0619214 / PN 100 | Master Trust | — | — | $109.7M | 99.9% | |
| 8.50% | — | — | — | $124K | 0.1% | |
| LOANS TO VARIOUS PARTICIPANTS INTEREST RATE RANGE: 3.25% TO 8.50% | — | — | — | $124K | 0.1% |