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Original filing (PDF)20251001142521NAL0021121746002
B. F. SAUL COMPANY
Form 5500
FILING_RECEIVED
B. F. SAUL COMPANY EMPLOYEES' 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
1,576
Accounts w/ balance
2,496
Plan assets (EOY)
$263.3M
Net assets (EOY)
$263.3M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for B. F. SAUL COMPANY.
Plan sponsor
Name
B. F. SAUL COMPANY
EIN
53-0140155
Address
7501 WISCONSIN AVENUE · SUITE 1500E · BETHESDA, MD · 20814
Phone
(301) 986-6271
Industry
Management of Companies / Holdingssee 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $198K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INV ADVISOR | $79K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | AUDITOR | $42K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROOM LAW GROUP, CHARTERED | 52-1219029 | — | LEGAL | $6K | — |
Investments
23 direct securities · 1 pooled fund· $257.5M(98% 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
$217.0M
23 holdings
Common Collective Trust
$40.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB US LARGE GROWTH CIT (W SERIES) GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $40.5M | 15.4% | |
| Fidelity 500 Index Fidelity 500 Index Institutional Prem | — | — | — | $33.3M | 12.6% | |
| Baird Core Plus Bond Inst Baird Core Plus Bond Inst | — | — | — | $31.4M | 11.9% | |
| American Funds Washington Mutual R6 American Funds Washington Mutual R6 | — | — | — | $28.5M | 10.8% | |
| Transamerica Life Insurance Co. Insurance Company/General Account | — | — | — | $25.6M | 9.7% | |
| Saul Centers, Inc. Saul Centers Unitized Stock Trust | — | — | — | $14.8M | 5.6% | |
| American Funds EuroPacific Gr R6 American Funds EuroPacific Growth R6 | — | — | — | $13.8M | 5.2% | |
| Vanguard Equity Income Adm Vanguard Equity Income Adm | — | — | — | $12.3M | 4.7% | |
| Federated Hermes Inst High Yield Bd IS Federated Hermes Inst High Yield Bd IS | — | — | — | $12.2M | 4.7% | |
| Franklin Small Cap Value R6 Franklin Small Cap Value R6 | — | — | — | $8.1M | 3.1% | |
| Fidelity Mid Cap Index Fidelity Mid Cap Index Instl Prem | — | — | — | $6.6M | 2.5% | |
| Fidelity Small Cap Gr K6 Fidelity Small Cap Gr K6 | — | — | — | $5.9M | 2.2% | |
| Vanguard Prime Money Mkt Admiral Vanguard Prime Money Mkt Admiral | — | — | — | $4.6M | 1.7% | |
| Vanguard Total Stock Mkt Index Adm Vanguard Total Stock Mkt Index Adm | — | — | — | $3.7M | 1.4% | |
| T. Rowe Price Retirement 2030 T. Rowe Price Retirement 2030 | — | — | — | $3.7M | 1.4% | |
| Fidelity Total Intl Index Fidelity Total Intl Index Instl Prem | — | — | — | $2.8M | 1.1% | |
| T. Rowe Price Retirement 2040 T. Rowe Price Retirement 2040 | — | — | — | $2.7M | 1.0% | |
| Participants Notes receivable with interest rates of 4.25% to 9.50% | — | — | — | $2.2M | 0.8% | |
| Nuveen Real Estate Sec Inst Nuveen Real Estate Sec Inst | — | — | — | $2.0M | 0.8% | |
| T. Rowe Price Retirement 2020 T. Rowe Price Retirement 2020 | — | — | — | $1.5M | 0.6% | |
| T. Rowe Price Retirement Balanced T. Rowe Price Retirement Balanced | — | — | — | $793K | 0.3% | |
| T. Rowe Price Retirement 2050 T. Rowe Price Retirement 2050 | — | — | — | $275K | 0.1% | |
| T. Rowe Price Retirement 2060 T. Rowe Price Retirement 2060 | — | — | — | $139K | <0.1% | |
| State Street Instl US Govt Money Market Premier State Street Instl US Govt Money Market Premier | — | — | — | $47K | <0.1% |