PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. STERNE KESSLER GOLDSTEIN & FOX P.L.L.C.
Sponsor portfolio

STERNE KESSLER GOLDSTEIN & FOX P.L.L.C.

EIN 52-1193988-law practice-Latest filing 2025
Plans
3
Retirement
2
$204.9M assets
Welfare
1
$5.9M premiums
Participants
1,308
1101 K ST NW - WASHINGTON, DC 20005202-371-2600sternekessler.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$188.8M - 724 part#002CashBalance-$16.1M - 98 part#501Mixed-$5.9M - 827 lives

Retirement portfolio analytics

2 plans aggregated / $204.9M assets / 822 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • 401(K) RETIREMENT Savings (#001)92%
  • CASH BALANCE PLAN (#002)8%
Total $204.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#001)724
  • CASH BALANCE PLAN (#002)98
Total 822Click row to drill in

Benefits portfolio analytics

1 plan / $5.9M premiums / 827 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.1M
  • Dental$5.1M
  • Vision$5.1M
  • Prescription drug$5.1M
  • Long-term disability$473K
  • Other$318K
  • +1 more
Total $5.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
  • FIRST CARE, INC.0%
Total $5.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • TRIBRIDGE PARTNERS LLC81%
  • HOWARTH III, FREDERICK W12%
  • EMPLOYEE BENEFIT SUBJECT MATTE3%
  • WORKFORCE CONCEPTS LLC2%
  • THE BALDWIN GROUP WEST LLC2%
Total $420K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STERNE KESSLER GOLDSTEIN & FOX P.L.L.C. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$188.8M
Participants724
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STERNE KESSLER GOLDSTEIN & FOX P.L.L.C. CASH BALANCE PLAN

CashBalance

Assets$16.1M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STERNE, KESSLER, GOLDSTEIN & FOX P.L.L.C. HEALTH & WELFARE PLAN

Mixed - CAREFIRST BLUECHOICE, INC.

Premiums$5.9M
Covered lives827
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STERNE KESSLER GOLDSTEIN & FOX P.L.L.C. 401(K) RETIREMENT SAVINGS PLAN401k$188.8M7242024
002STERNE KESSLER GOLDSTEIN & FOX P.L.L.C. CASH BALANCE PLANCashBalance$16.1M982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STERNE, KESSLER, GOLDSTEIN & FOX P.L.L.C. HEALTH & WELFARE PLANMixedCAREFIRST BLUECHOICE, INC.$5.9M8272025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica