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Original filing (PDF)20251007105133NAL0004654129001
OFFIT KURMAN, P.A.
Form 5500
FILING_RECEIVED
OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
524
Accounts w/ balance
674
Plan assets (EOY)
$86.9M
Net assets (EOY)
$86.9M
How this plan invests
This plan
38 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 (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OFFIT KURMAN, P.A..
Plan sponsor
Name
OFFIT KURMAN, P.A.
EIN
52-1518021
Address
7501 WISCONSIN AVENUE · SUITE 1000W · BETHESDA, MD · 20814
Phone
(410) 209-6431
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
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BENEFIT AUDIT GROUP LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $35K | — |
| JUNO FINANCIAL GROUP | 30-1151813 | — | INVESTMENT ADVISOR | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT AUDIT GROUP, LLC | 21-9987163 | — | ACCOUNTANT/AUDITOR | $10K | — |
Investments
38 direct securities· $86.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investments Registered Investment Companies * Fidelity Freedom 2045 | — | — | — | $9.2M | 10.6% | |
| Fidelity 500 Index | — | — | — | $9.2M | 10.6% | |
| Fidelity Freedom 2025 | — | — | — | $8.2M | 9.4% | |
| Fidelity Freedom 2040 | — | — | — | $7.6M | 8.8% | |
| Fidelity Freedom 2030 | — | — | — | $5.6M | 6.4% | |
| Fidelity Freedom 2035 | — | — | — | $5.4M | 6.2% | |
| Fidelity Freedom 2050 | — | — | — | $4.0M | 4.6% | |
| Fidelity Government Money Market | — | — | — | $3.7M | 4.3% | |
| Fidelity Freedom 2055 | — | — | — | $3.5M | 4.1% | |
| JPMorgan Large Cap Growth | — | — | — | $3.5M | 4.0% | |
| Fidelity Freedom 2015 | — | — | — | $2.6M | 3.0% | |
| Fidelity International Index | — | — | — | $2.4M | 2.7% | |
| T. Rowe Price Capital Appreciation | — | — | — | $2.3M | 2.6% | |
| Fidelity Freedom 2020 | — | — | — | $2.0M | 2.3% | |
| Fidelity Mid Cap Index | — | — | — | $1.9M | 2.2% | |
| American Funds Washington Mutual Investors | — | — | — | $1.8M | 2.0% | |
| Fidelity Small Cap Index | — | — | — | $1.7M | 2.0% | |
| Fidelity U.S. Bond Index | — | — | — | $1.6M | 1.8% | |
| Fidelity Mid Cap Value Index | — | — | — | $1.3M | 1.5% | |
| Fidelity Freedom 2010 | — | — | — | $1.3M | 1.5% | |
| Vanguard Short‐Term Treasury | — | — | — | $1.1M | 1.2% | |
| PIMCO Income | — | — | — | $803K | 0.9% | |
| Principal MidCap | — | — | — | $714K | 0.8% | |
| Fidelity International Growth | — | — | — | $650K | 0.7% | |
| Victory Sycamore Small Company Opportunity | — | — | — | $600K | 0.7% | |
| American Funds Capital World Growth and Income | — | — | — | $598K | 0.7% | |
| Invesco Developing Markets | — | — | — | $592K | 0.7% | |
| Columbia Small Cap Growth | — | — | — | $554K | 0.6% | |
| Vanguard Wellesley Income | — | — | — | $423K | 0.5% | |
| Notes Receivable from Participants Interest rates ranging from 4.25% ‐ 9.50% ‐0‐ | — | — | — | $393K | 0.5% | |
| Vanguard High‐Yield Corporate | — | — | — | $339K | 0.4% | |
| Fidelity Freedom Income | — | — | — | $324K | 0.4% | |
| Franklin Rising Dividends | — | — | — | $290K | 0.3% | |
| Vanguard Inflation‐Protected Securities | — | — | — | $271K | 0.3% | |
| Brown Advisory Sustainable Growth | — | — | — | $245K | 0.3% | |
| Fidelity Freedom 2060 | — | — | — | $148K | 0.2% | |
| Vanguard Total International Bond Index | — | — | — | $130K | 0.1% | |
| Fidelity Freedom 2065 | — | — | — | $14K | <0.1% |