How big is Robert Charles Lesser & Co., LLC's plan?

Robert Charles Lesser & Co., LLC's plan reported $25.6M in assets and 99 participants for 2024.

Original filing (PDF)20251008184345NAL0003208739001

Robert Charles Lesser & Co., LLC

Name: Robert Charles Lesser & Co., LLC — Robert Charles, Form 5500 (2024)
Creator: Robert Charles Lesser & Co., LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust

401(k) retirement plan · Robert Charles Lesser & Co., LLC's Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust held $25.6M in plan assets for 99 participants in 2024.

Signals · 2

28% in single holdingHigh average account balance

Active participants

Accounts w/ balance

137

Plan assets (EOY)

$25.6M

Net assets (EOY)

$25.6M

People on this filing

Justin Cremer signed Robert Charles Lesser & Co., LLC's 2024 Form 5500 as plan administrator.

Justin Cremer — 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

Robert Charles Lesser & Co., LLC's EIN is 52-2334830.

EIN 52-2334830

Plan number 002

Plan year 2024

ACK ID 20251008184345NAL0003208739001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert Charles Lesser & Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert Charles Lesser & Co., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT CHARLES LESSER & CO., LLC.

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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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (95th percentile).

Plan sponsor

Name

ROBERT CHARLES LESSER & CO., LLC

EIN

all filings

Address

4800 HAMPDEN LANE, SUITE 710 · BETHESDA, MD · 20814

Phone

(240) 644-1300

Industry

Real Estate

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LION STREET ADVISORS LLC	80-0946231	—	ADVISOR	$40K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
SENTINEL BENEFITS GROUP, INC.	04-3015875	—	TPA	$15K	—

Investments

33 direct securities· $24.9M(97% of reported assets)

Mutual Funds

$11.8M

22 holdings

Common Collective Trusts

$9.7M

5 holdings

Other securities

$3.3M

5 holdings

Common Stocks

$52K

1 holding

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$7.0M	27.4%
JPMorgan Large Cap Growth R6	Other securities	—	—	$2.2M	8.4%
American Funds 2040 Target Date Fund Class R-6	Mutual Funds	—	—	$1.5M	5.9%
Vanguard Growth & Income Admiral	Mutual Funds	—	—	$1.4M	5.3%
American Funds 2060 Target Date Fund Class R-6	Mutual Funds	—	—	$1.3M	4.9%
American Funds 2050 Target Date Fund Class R-6	Mutual Funds	—	—	$1.1M	4.3%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$987K	3.9%
Fidelity Select Software & IT Services Portfolio Fund	Mutual Funds	—	—	$905K	3.5%
Vanguard Explorer Fund Admiral Shares	Mutual Funds	—	—	$816K	3.2%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$806K	3.2%
American Funds New World Fund Class R-6	Mutual Funds	—	—	$705K	2.8%
Blackrock International Index K	Other securities	—	—	$703K	2.7%
Vanguard Health Care Index Fund Admiral Shares	Common Collective Trusts	—	—	$597K	2.3%
Fidelity Total Bond Fund	Mutual Funds	—	—	$582K	2.3%
MFS Aggressive Growth Allocation Fund Class R4	Mutual Funds	—	—	$518K	2.0%
Vanguard Equity-Income fund Admiral Shares	Mutual Funds	—	—	$515K	2.0%
MFS Moderate Allocation Fund Class R4	Mutual Funds	—	—	$462K	1.8%
American Funds New Perspective Fund Class R-6	Mutual Funds	—	—	$399K	1.6%
MFS Growth Allocation Fund Class R4	Mutual Funds	—	—	$363K	1.4%
Fidelity Inflation-Protected Bond Index Fund	Common Collective Trusts	—	—	$314K	1.2%
Prudential High-Yield R6	Other securities	—	—	$308K	1.2%
MFS Conservative Allocation Fund Class R4	Mutual Funds	—	—	$226K	0.9%
Janus Henderson Enterprise Fund Class I	Mutual Funds	—	—	$203K	0.8%
Fidelity Real Estate Investment Fund	Mutual Funds	—	—	$191K	0.7%
Vanguard Short Term Investment-Grade Fund Adm	Mutual Funds	—	—	$189K	0.7%
MFS International Growth R6	Mutual Funds	—	—	$181K	0.7%
American Funds 2020 Target Date Fund Class R-6	Mutual Funds	—	—	$145K	0.6%
Goldman Sachs International Small Cap Insights Fund	Other securities	—	—	$113K	0.4%
MFS Mid Cap Value Fund Class R4	Mutual Funds	—	—	$107K	0.4%
Fidelity Government Money Market	Mutual Funds	—	—	$63K	0.2%
Victory Sycamore Small Company Opportunity I	Common Stocks	—	—	$52K	0.2%
Prudential Global Total Return R6	Other securities	—	—	$37K	0.1%
American Funds 2030 Target Date Fund Class R-6	Mutual Funds	—	—	$19K	<0.1%