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Filings through Oct 24, 2026.

Stradley, Ronon, Stevens & Young, LLP

EIN 23-1130381-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
4
Retirement
3
$272.1M assets
Health & Benefits
1
$5.6M premiums
Participants
1,200
2005 MARKET STREET, SUITE 2600 - PHILADELPHIA, PA 191037018215-564-8000
Plans on this EIN
4 filings
#001401(k)-$216.5M - 411 part#004401(k)-$37.5M - 196 part#002401(k)-$18.0M - 189 part#503Fully insured-$5.6M - 556 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

3 plans aggregated / $272.1M assets / 796 participants

Assets by plan

Share of aggregate retirement assets

  • RETIREMENT PLAN I (#001)$216.5M
  • RETIREMENT PLAN II (#004)$37.5M
  • YOUNG LLP 401(K) (#002)$18.0M
Total $272.1MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • CHARLES SCHWAB & CO., INC.$216.5M
  • (Not disclosed)$55.6M
Total $272.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • RETIREMENT PLAN I (#001)411
  • RETIREMENT PLAN II (#004)196
  • YOUNG LLP 401(K) (#002)189
Total 796Select a row to open it

Benefits portfolio analytics

1 plan / $5.6M premiums / 556 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.0M
  • Health$4.4M
  • Long-term disability$666K
  • Vision$637K
  • Life$618K
  • Prescription drug$593K
  • +1 more
Total $5.6M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I

401(k)

Assets$216.5M
Participants411
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II

401(k)

Assets$37.5M
Participants196
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

STRADLEY, RONON, STEVENS & YOUNG LLP 401(K) PLAN

401(k)

Assets$18.0M
Participants189
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

THE STRADLEY RONON STEVENS & YOUNG, LLP HEALTH AND WELFARE BENEFITS PROGRAM

Fully insured - INDEPENDENCE BLUE CROSS (PERSONAL CHOICE)

Premiums$5.6M
Covered lives556
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I401(k)$216.5M4112025
#004STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II401(k)$37.5M1962025
#002STRADLEY, RONON, STEVENS & YOUNG LLP 401(K) PLAN401(k)$18.0M1892025
  • STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I$216.5M
    #001 · 401(k) · 2025411
  • STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II$37.5M
    #004 · 401(k) · 2025196
  • STRADLEY, RONON, STEVENS & YOUNG LLP 401(K) PLAN$18.0M
    #002 · 401(k) · 2025189

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503THE STRADLEY RONON STEVENS & YOUNG, LLP HEALTH AND WELFARE BENEFITS PROGRAMFully insuredINDEPENDENCE BLUE CROSS (PERSONAL CHOICE)$5.6M5562025
  • THE STRADLEY RONON STEVENS & YOUNG, LLP HEALTH AND WELFARE BENEFITS PROGRAM$5.6M
    #503 · Fully insured · INDEPENDENCE BLUE CROSS (PERSONAL CHOICE) · 2025556
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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