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Original filing (PDF)20251015110934NAL0004674257001
STEIN SPERLING BENNETT DE JONG DRISCOLL PC
Form 5500
FILING_RECEIVED
STEIN SPERLING BENNETT DE JONG DRISCOLL PC 401(K) PLAN
401(k) retirement plan
Active participants
132
Accounts w/ balance
183
Plan assets (EOY)
$27.0M
Net assets (EOY)
$27.0M
How this plan invests
This plan
10 pooled trusts
Schedule D
22 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
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEIN SPERLING BENNETT DE JONG DRISCOLL PC.
Plan sponsor
Name
STEIN SPERLING BENNETT DE JONG DRISCOLL PC
EIN
52-1129904
Address
1101 WOOTTON PARKWAY SUITE 700 · ROCKVILLE, MD · 20852
Phone
(301) 838-3339
Industry
Law Offices· 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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE INSURANCE | — | COLUMBUS, OH | TRUST RECORDKEEPER | $3K | — |
Investments
12 direct securities · 10 pooled funds· $27.0M(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.
Common Collective Trust
$15.6M
10 holdings
Uncategorized
$11.3M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $5.7M | 21.0% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $5.6M | 20.9% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $3.3M | 12.2% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $2.4M | 8.7% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $1.6M | 6.0% | |
| JP Morgan JP Morgan Growth Advantage R6 | — | — | — | $1.4M | 5.3% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $1.4M | 5.3% | |
| JP Morgan JP Morgan Core Bond R6 | — | — | — | $947K | 3.5% | |
| American Funds American Funds American Balanced R6 | — | — | — | $854K | 3.2% | |
| MFS INTERNATIONAL EQUITY CIT CL 2 MFS INVESTMENT MANAGEMENT · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $618K | 2.3% | |
| MassMutual Small Cap Opportun i | — | — | — | $580K | 2.2% | |
| Empower Trust Company Self-Directed Brokerage Account | — | — | — | $530K | 2.0% | |
| MFS Blended Research Mid Cap EQ R6 | — | — | — | $444K | 1.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $403K | 1.5% | |
| Notes receivable from participants Maturity dates through April 30, 2048 with interest rates ranging from 4.25% to 10.50% | — | — | — | $344K | 1.3% | |
| Federated Hermes Federated Hermes Short-term Income R6 | — | — | — | $231K | 0.9% | |
| State Street State Street Emerging Markets EQ IDX K | — | — | — | $190K | 0.7% | |
| INDEXSELECT MOD 2065 FUND CLASS R6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $136K | 0.5% | |
| INDEXSELECT AGGRESSIVE 2065 FUND CL GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $128K | 0.5% | |
| Black Rock Blackrock Strategic Income Opps instl 831 Cohen & Steers Cohen & Steers Realty Shares Z | — | — | — | $106K | 0.4% | |
| Dreyfus Government Cash Mgmt Instl | — | — | — | $10K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $2K | <0.1% |