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Original filing (PDF)20251015110601NAL0002186851001
STEPTOE & JOHNSON PLLC
Form 5500
FILING_RECEIVED
STEPTOE & JOHNSON PLLC 401(K) PLAN
401(k) retirement plan
Signals · 1
10 service providers
Active participants
724
Accounts w/ balance
882
Plan assets (EOY)
$188.9M
Net assets (EOY)
$188.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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
- 13 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 STEPTOE & JOHNSON PLLC.
Plan sponsor
Name
STEPTOE & JOHNSON PLLC
EIN
55-0286140
Address
400 WHITE OAKS BOULEVARD · BRIDGEPORT, WV · 26330
Phone
(304) 933-8000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE
EIN
55-0286140
City
BRIDGEPORT, WV
Phone
(304) 933-8000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | 46-5378846 | — | RECORDKEEPER | $110K | — |
Advisor / Consultant
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GEOFFREY KORWAN/MORGAN STANLEY | — | CHARLESTON, WV | ADVISOR | $28K | — |
| UNDRA J. JOHNSON | — | CANONSBURG, PA | ADVISOR | $25K | — |
| RUSSELL DUNKIN | — | WHEELING, WV | ADVISOR | $23K | — |
| JOSHUA YOUNG | — | COLUMBUS, OH | ADVISOR | $22K | — |
| C. TODD MOLESSA | — | PARKERSBURG, WV | ADVISOR | $13K | — |
| LES WILKERSON | — | CHARLESTON, WV | ADVISOR | $9K | — |
| TD AMERITRADE | 82-0543156 | — | ADVISOR | $8K | — |
| TERRY RAAB | — | CHARLESTON, WV | ADVISOR | $7K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | TRUSTEE | $0 | — |
Investments
31 direct securities · 1 pooled fund· $180.8M(96% 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
$177.6M
31 holdings
Common Collective Trust
$3.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Matrix Trust Company Self-Directed Investment Accounts N/R | — | — | — | $40.9M | 21.7% | |
| Vanguard Institutional Target Retirement 2030 N/R | — | — | — | $21.2M | 11.2% | |
| Vanguard Institutional Target Retirement 2045 N/R | — | — | — | $17.5M | 9.3% | |
| Vanguard Institutional Target Retirement 2035 N/R | — | — | — | $16.8M | 8.9% | |
| Vanguard Institutional Target Retirement 2040 N/R | — | — | — | $12.1M | 6.4% | |
| Vanguard Institutional Target Retirement 2050 N/R | — | — | — | $10.6M | 5.6% | |
| Vanguard Institutional Target Retirement 2025 N/R | — | — | — | $7.3M | 3.8% | |
| JP Morgan Large Cap Growth N/R | — | — | — | $6.9M | 3.7% | |
| Vanguard Institutional Target Retirement 2020 N/R | — | — | — | $6.8M | 3.6% | |
| Vanguard Institutional Target Retirement 2055 N/R | — | — | — | $5.3M | 2.8% | |
| Vanguard Federal Money Market N/R | — | — | — | $4.6M | 2.4% | |
| Vanguard Large Cap Index N/R | — | — | — | $3.9M | 2.1% | |
| STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.3M | 1.7% | |
| MFS Mid Cap Value N/R | — | — | — | $2.5M | 1.3% | |
| Vanguard Mid Cap Index N/R | — | — | — | $2.2M | 1.2% | |
| Fidelity Total Bond N/R | — | — | — | $2.1M | 1.1% | |
| Carillon Eagle Mid Cap Growth N/R | — | — | — | $2.1M | 1.1% | |
| Vanguard Institutional Target Retirement N/R | — | — | — | $2.0M | 1.0% | |
| Vanguard Small Cap Index N/R | — | — | — | $1.7M | 0.9% | |
| American Balanced Fund N/R | — | — | — | $1.5M | 0.8% | |
| Vanguard Institutional Target Retirement 2060 N/R | — | — | — | $1.4M | 0.8% | |
| Vanguard Small Cap Growth N/R | — | — | — | $1.4M | 0.7% | |
| American New Perspective N/R | — | — | — | $1.3M | 0.7% | |
| Vanguard Total Bond Market Index N/R | — | — | — | $981K | 0.5% | |
| MFS Value Fund R6 N/R | — | — | — | $959K | 0.5% | |
| Vanguard Institutional Target Retirement 2065 N/R | — | — | — | $747K | 0.4% | |
| Vanguard Total International Stock N/R | — | — | — | $660K | 0.3% | |
| Vanguard Emerging Markets N/R | — | — | — | $601K | 0.3% | |
| MFS New Discovery N/R | — | — | — | $586K | 0.3% | |
| Cohen and Steers Realty Shares N/R | — | — | — | $529K | 0.3% | |
| Fidelity International Capital Appreciation N/R | — | — | — | $408K | 0.2% | |
| Vanguard Institutional Target Retirement 2070 N/R | — | — | — | $20K | <0.1% |