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Original filing (PDF)20251015074454NAL0005441040001
BEVERIDGE & DIAMOND, P.C.
Form 5500
FILING_RECEIVED
BEVERIDGE & DIAMOND, P.C. 401(K) PROFIT SHARING PLAN & TRUST 'A'
401(k) retirement plan
Active participants
185
Accounts w/ balance
190
Plan assets (EOY)
$136.5M
Net assets (EOY)
$136.5M
How this plan invests
This plan
1 pooled trust
Schedule D
37 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEVERIDGE & DIAMOND, P.C..
Plan sponsor
Name
BEVERIDGE & DIAMOND, P.C.
EIN
52-1247549
Address
1900 N STREET, NW · SUITE 100 · WASHINGTON, DC · 20036
Phone
(202) 789-6000
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
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
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $50K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT ADVISOR | $94K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
Investments
34 direct securities · 1 pooled fund· $147.9M(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
$142.3M
34 holdings
Common Collective Trust
$5.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Index Adm Mutual Fund N/R | — | — | — | $17.6M | 12.9% | |
| Transamerica Trust Company Self Directed Account | — | — | — | $14.4M | 10.6% | |
| Individually Directed Accounts Various N/R | — | — | — | $14.4M | 10.6% | |
| American Funds Inv Co of America A Mutual Fund N/R | — | — | — | $10.6M | 7.8% | |
| Vanguard Target Retrmnt 2025 Mutual Fund N/R | — | — | — | $9.2M | 6.7% | |
| American Funds Gr Fund of America A Mutual Fund N/R | — | — | — | $8.1M | 5.9% | |
| American Funds Fundamental Inv A Mutual Fund N/R | — | — | — | $7.5M | 5.5% | |
| American Funds Washington Mtl A Mutual Fund N/R | — | — | — | $5.6M | 4.1% | |
| RELIANCE/METLIFE STABLE 25053 CL 25 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $5.5M | 4.1% | |
| American Funds EuroPacific Gr A Mutual Fund N/R | — | — | — | $5.2M | 3.8% | |
| BlackRock High Yield Bd Instl Mutual Fund N/R | — | — | — | $4.7M | 3.4% | |
| American Funds New Perspective A Mutual Fund N/R | — | — | — | $4.7M | 3.4% | |
| Columbia Mid Cap Index A Mutual Fund N/R | — | — | — | $4.4M | 3.2% | |
| Vanguard Target Retrmnt 2050 Mutual Fund N/R | — | — | — | $4.3M | 3.2% | |
| Vanguard Total Bd Mkt Index Adm Mutual Fund N/R | — | — | — | $4.3M | 3.2% | |
| Vanguard Target Retrmnt 2045 Mutual Fund N/R | — | — | — | $3.9M | 2.8% | |
| Vanguard Target Retrmnt 2030 Mutual Fund N/R | — | — | — | $3.8M | 2.8% | |
| Columbia Small Cap Index A Mutual Fund N/R | — | — | — | $3.2M | 2.3% | |
| Vanguard Target Retrmnt 2035 Mutual Fund N/R | — | — | — | $2.9M | 2.1% | |
| Guggenheim Total Return Bd R6 Mutual Fund N/R | — | — | — | $2.7M | 2.0% | |
| American Funds Capital Inc Bldr A Mutual Fund N/R | — | — | — | $2.6M | 1.9% | |
| Vanguard Target Retrmnt 2020 Mutual Fund N/R | — | — | — | $1.5M | 1.1% | |
| Vanguard Target Retrmnt 2055 Mutual Fund N/R | — | — | — | $1.1M | 0.8% | |
| DFA Emerging Markets Core Equity | Mutual Fund N/R | — | — | — | $1.0M | 0.8% | |
| Vanguard Target Retrmnt 2040 Mutual Fund N/R | — | — | — | $799K | 0.6% | |
| Victory Short Term Bond R6 Mutual Fund N/R | — | — | — | $783K | 0.6% | |
| Vanguard Target Retrmnt Inc Mutual Fund N/R | — | — | — | $777K | 0.6% | |
| Columbia Dividend Inc Inst3 Mutual Fund N/R | — | — | — | $711K | 0.5% | |
| Participant Loans Interest rates: 3.25% - 8.50% $0 | — | — | — | $461K | 0.3% | |
| Vanguard FTSE Social Index Admiral Mutual Fund N/R | — | — | — | $459K | 0.3% | |
| Vanguard Target Retrmnt 2060 Mutual Fund N/R | — | — | — | $180K | 0.1% | |
| Touchstone Non-US ESG Eq Y Mutual Fund N/R | — | — | — | $157K | 0.1% | |
| MetLife Life Insurance Policies N/R | — | — | — | $137K | 0.1% | |
| State Street Bank & Trust Co. Cash Reserve Account N/R | — | — | — | $76K | <0.1% | |
| Vanguard Target Retrmnt 2065 Inv Mutual Fund N/R | — | — | — | $58K | <0.1% |