How big is Sterne Kessler Goldstein & Fox P.L.L.C.'s plan?

Sterne Kessler Goldstein & Fox P.L.L.C.'s plan reported $12.6M in assets and 92 participants for 2024.

Original filing (PDF)20250915102952NAL0000895937001

Sterne Kessler Goldstein & Fox P.L.L.C.

Name: Sterne Kessler Goldstein & Fox P.L.L.C. — Form 5500 Plan 002 (2024)
Creator: Sterne Kessler Goldstein & Fox P.L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sterne Kessler Goldstein & Fox P.L.L.C. Cash Balance Plan

Defined-benefit pension plan · Sterne Kessler Goldstein & Fox P.L.L.C.'s Sterne Kessler Goldstein & Fox P.L.L.C. Cash Balance Plan held $12.6M in plan assets for 92 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

People on this filing

PAT Hennessy signed Sterne Kessler Goldstein & Fox P.L.L.C.'s 2024 Form 5500 as plan administrator.

PAT Hennessy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sterne Kessler Goldstein & Fox P.L.L.C.'s EIN is 52-1193988.

EIN 52-1193988

Plan number 002

Plan year 2024

ACK ID 20250915102952NAL0000895937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sterne Kessler Goldstein & Fox P.L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sterne Kessler Goldstein & Fox P.L.L.C.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STERNE KESSLER GOLDSTEIN & FOX P.L.L.C..

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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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score