Original filing (PDF)20251125113851NAL0001651491001

ALBRIGHT STONEBRIDGE GROUP LLC

Name: ALBRIGHT STONEBRIDGE GROUP LLC — ALBRIGHT STONEBRIDGE GROUP, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ALBRIGHT STONEBRIDGE GROUP LLC

Form 5500

FILING_RECEIVED

ALBRIGHT STONEBRIDGE GROUP, LLC PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

1 failed disclosureLate filing · 0.3 mo

Active participants

115

Accounts w/ balance

197

Plan assets (EOY)

$28.3M

Net assets (EOY)

$28.3M

How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Filed 0.3 months past the 10.5-month grace window.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALBRIGHT STONEBRIDGE GROUP LLC.

Plan sponsor

Name

ALBRIGHT STONEBRIDGE GROUP LLC

EIN

52-2315157

Address

1900 K STREET, N.W. · 5TH FLOOR · WASHINGTON, DC · 20006

Phone

(202) 759-5100

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-11-25

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

GRANT THORNTON, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$24K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CETERA INVESTMENT ADVISORS LLC	36-3258176	—	ADVISOR	$47K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

29 direct securities· $27.6M(97% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
FID LG CAP GR IDX Mutual fund	—	—	—	$4.2M	15.0%
AF AMER MUTUAL R6 Mutual fund	—	—	—	$2.7M	9.5%
MFS MID CAP GRTH R6 Mutual fund	—	—	—	$1.8M	6.3%
AF TRGT DATE 2030 R6 Mutual fund	—	—	—	$1.7M	5.9%
GS INTL EQ INS R6 Mutual fund	—	—	—	$1.5M	5.2%
VICTORY S SM CO OP I Mutual fund	—	—	—	$1.4M	5.1%
AS SPL MID CP VAL R6 Mutual fund	—	—	—	$1.3M	4.7%
JPM CORE PLUS BND R6 Mutual fund	—	—	—	$1.3M	4.6%
PGIM HIGH YIELD R6 Mutual fund	—	—	—	$1.2M	4.4%
COL FLOATING RATE 12 Mutual fund	—	—	—	$1.1M	3.9%
AF TRGT DATE 2055 R6 Mutual fund	—	—	—	$986K	3.5%
AF TRGT DATE 2050 R6 Mutual fund	—	—	—	$913K	3.2%
AF NEW WORLD R6 Mutual fund	—	—	—	$905K	3.2%
FID GOVT MMKT Mutual fund	—	—	—	$897K	3.2%
AF TRGT DATE 2060 R6 Mutual fund	—	—	—	$878K	3.1%
FID 500 INDEX Mutual fund	—	—	—	$851K	3.0%
AF TRGT DATE 2040 R6 Mutual fund	—	—	—	$821K	2.9%
AF TRGT DATE 2035 R6 Mutual fund	—	—	—	$736K	2.6%
AF TRGT DATE 2045 R6 Mutual fund	—	—	—	$694K	2.5%
FID SM CAP GR IDX Mutual fund	—	—	—	$642K	2.3%
AF TRGT DATE 2025 R6 Mutual fund	—	—	—	$312K	1.1%
FID SM CAP IDX Mutual fund	—	—	—	$131K	0.5%
FID MID CAP IDX Mutual fund	—	—	—	$126K	0.4%
AF TRGT DATE 2015 R6 Mutual fund	—	—	—	$122K	0.4%
Participant loans through July 2029	—	—	—	$92K	0.3%
AF TRGT DATE 2020 R6 Mutual fund	—	—	—	$81K	0.3%
C&S REAL ESTATE I Mutual fund	—	—	—	$52K	0.2%
GS INTL EQ ESG INST Mutual fund	—	—	—	$38K	0.1%
FID INTL INDEX Mutual fund	—	—	—	$27K	<0.1%