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Original filing (PDF)20250904095432NAL0009963747001
JOHN STAURULAKIS, LLC
Form 5500
FILING_RECEIVED
JOHN STAURULAKIS LLC CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN
401(k) retirement plan
Active participants
556
Accounts w/ balance
647
Plan assets (EOY)
$62.6M
Net assets (EOY)
$62.6M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN STAURULAKIS, LLC.
Plan sponsor
Name
JOHN STAURULAKIS, LLC
EIN
52-0880671
Address
6404 IVY LANE SUITE 700 · GREENBELT, MD · 20770
Phone
(301) 459-7590
Industry
All Other Professional Services· 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
2025-09-04
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD RETIREMENT SERVICES | 23-1945930 | — | ADMIN RECORDKEEPER | $79K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INV ADVISOR | $45K | — |
Investments
29 direct securities · 1 pooled fund· $62.5M(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.
Uncategorized
$59.7M
29 holdings
Common Collective Trust
$2.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $10.9M | 17.4% | |
| Vanguard U.S. Growth Fund Admiral Shares Mutual fund | — | — | — | $5.0M | 7.9% | |
| Vanguard Wellesley Income Fund Admiral Shares Mutual fund | — | — | — | $4.0M | 6.5% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $4.0M | 6.4% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $3.7M | 5.9% | |
| Vanguard Equity Income Fund Admiral Shares Mutual fund | — | — | — | $3.6M | 5.8% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $3.6M | 5.7% | |
| Vanguard Growth and Income Fund Admiral Shares Mutual fund | — | — | — | $3.0M | 4.8% | |
| Vanguard Small-Cap Value Index Fund Admiral Mutual fund | — | — | — | $3.0M | 4.8% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.8M | 4.4% | |
| Baron Growth Fund; Class R6 Mutual fund | — | — | — | $2.6M | 4.2% | |
| Vanguard Explorer Fund Admiral Shares Mutual fund | — | — | — | $2.6M | 4.1% | |
| Vanguard Short-Term Investment-Grade Fund: Adm Mutual fund | — | — | — | $2.3M | 3.6% | |
| Vanguard International Growth Fund Admiral Shares Mutual fund | — | — | — | $1.9M | 3.1% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $1.5M | 2.4% | |
| Vanguard Total International Stock Index Fund Mutual fund | — | — | — | $1.3M | 2.1% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $1.3M | 2.1% | |
| JPMorgan Core Plus Bond Fund; Class R6 Mutual fund | — | — | — | $1.2M | 2.0% | |
| Vanguard Target Retirement Income Mutual fund | — | — | — | $661K | 1.1% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $644K | 1.0% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $529K | 0.8% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $522K | 0.8% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $417K | 0.7% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $412K | 0.7% | |
| various dates secured by participant account * Participant Loans balances | — | — | — | $273K | 0.4% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $211K | 0.3% | |
| DFA Real Estate Securities Portfolio Mutual fund | — | — | — | $176K | 0.3% | |
| Vanguard Federal Money Market Fund Money market | — | — | — | $132K | 0.2% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual fund | — | — | — | $113K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual fund | — | — | — | $58K | <0.1% |
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