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Original filing (PDF)20250917124515NAL0000532611001
ST. JOHN PROPERTIES, INC.
Form 5500
FILING_RECEIVED
ST. JOHN PROPERTIES 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
248
Accounts w/ balance
328
Plan assets (EOY)
$54.3M
Net assets (EOY)
$54.3M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
85
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "iShares S&P 500 Index K iShares 0" is 29% of plan.
- 24 bps in Schedule C fees — 51% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. JOHN PROPERTIES, INC..
Plan sponsor
Name
ST. JOHN PROPERTIES, INC.
EIN
52-1698911
Address
2560 LORD BALTIMORE DRIVE · BALTIMORE, MD · 212442677
Phone
(410) 369-1280
Industry
Real Estatesee 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
2025-09-17
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ELLIN & TUCKER, CHARTERED
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACK DIAMOND FINANCIAL ADVISOR | — | TOWSON, MD | NONE | $101K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $31K | — |
Investments
33 direct securities· $54.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index K iShares 0 | — | — | — | $16.0M | 29.4% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $5.5M | 10.1% | |
| iShares MSCI EAFE Intl Index K iShares 0 | — | — | — | $3.3M | 6.1% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $3.2M | 5.9% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $2.4M | 4.4% | |
| Standard Stable Asset Fund 2 Standard Stable 0 | — | — | — | $2.3M | 4.3% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $2.0M | 3.6% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.7M | 3.0% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $1.6M | 3.0% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.6M | 3.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.5M | 2.7% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.3M | 2.4% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $1.3M | 2.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.2M | 2.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.1M | 2.1% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $1.1M | 1.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $975K | 1.8% | |
| Nuveen Small Cap Blend Index R6 Nuveen 0 | — | — | — | $910K | 1.7% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $892K | 1.6% | |
| Vanguard Short-Term Bond ETF Vanguard 0 | — | — | — | $705K | 1.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $616K | 1.1% | |
| Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $589K | 1.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $554K | 1.0% | |
| Vanguard Small-Cap Growth ETF Vanguard 0 | — | — | — | $386K | 0.7% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $325K | 0.6% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $290K | 0.5% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $283K | 0.5% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $274K | 0.5% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 208 Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $260K | 0.5% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $95K | 0.2% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $74K | 0.1% | |
| Vanguard Interm-Term Treas Index Adm Vanguard 0 | — | — | — | $28K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $22K | <0.1% |
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