Civic Intelligence

Sterne Kessler Goldstein & Fox P.L.L.C.

Plan context: Sterne Kessler Goldstein & Fox P.L.L.C. Cash Balance Plan

EIN 52-1193988 • Washington, DC • 59 filings • 11 plans

1101 K St NWWashington, DC 20005
Current Snapshot

Latest Year

2025

2025 Participants

98

2025 Assets

$16,051,800

2025 Contributions

$2,597,100

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$201,440,207$100,720,104$0199920132025YearValue
$16,051,800Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

4652330199920122025YearValue
98Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025198$16,051,800$2,597,100$26,501iApproximate average salary by contribution assumption: employee only about $662,526 at 4% or $441,684 at 6%; with 50% employer match about $441,684 at 4% or $294,456 at 6%; with 100% employer match about $331,263 at 4% or $220,842 at 6%.
Sterne Kessler Goldstein & Fox P.L.L.C. Cash Balance Plan-98$16,051,800$2,597,100$26,501iApproximate average salary by contribution assumption: employee only about $662,526 at 4% or $441,684 at 6%; with 50% employer match about $441,684 at 4% or $294,456 at 6%; with 100% employer match about $331,263 at 4% or $220,842 at 6%.
20243465$201,440,207$13,063,965$28,095iApproximate average salary by contribution assumption: employee only about $702,364 at 4% or $468,242 at 6%; with 50% employer match about $468,242 at 4% or $312,162 at 6%; with 100% employer match about $351,182 at 4% or $234,121 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-465$188,836,146$10,605,065$22,807iApproximate average salary by contribution assumption: employee only about $570,165 at 4% or $380,110 at 6%; with 50% employer match about $380,110 at 4% or $253,407 at 6%; with 100% employer match about $285,082 at 4% or $190,055 at 6%.
Sterne Kessler Goldstein & Fox P.L.L.C. Cash Balance Plan-96$12,604,061$2,458,900$25,614iApproximate average salary by contribution assumption: employee only about $640,339 at 4% or $426,892 at 6%; with 50% employer match about $426,892 at 4% or $284,595 at 6%; with 100% employer match about $320,169 at 4% or $213,446 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-431---
20233459$169,715,460$12,835,143$27,963iApproximate average salary by contribution assumption: employee only about $699,082 at 4% or $466,055 at 6%; with 50% employer match about $466,055 at 4% or $310,703 at 6%; with 100% employer match about $349,541 at 4% or $233,027 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-454$159,446,785$10,390,643$22,887iApproximate average salary by contribution assumption: employee only about $572,172 at 4% or $381,448 at 6%; with 50% employer match about $381,448 at 4% or $254,299 at 6%; with 100% employer match about $286,086 at 4% or $190,724 at 6%.
Sterne Kessler Goldstein & Fox P.L.L.C. Cash Balance Plan-90$10,268,675$2,444,500$27,161iApproximate average salary by contribution assumption: employee only about $679,028 at 4% or $452,685 at 6%; with 50% employer match about $452,685 at 4% or $301,790 at 6%; with 100% employer match about $339,514 at 4% or $226,343 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-459---
20223425$132,139,577$10,755,386$25,307iApproximate average salary by contribution assumption: employee only about $632,670 at 4% or $421,780 at 6%; with 50% employer match about $421,780 at 4% or $281,187 at 6%; with 100% employer match about $316,335 at 4% or $210,890 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-425$125,072,798$8,719,186$20,516iApproximate average salary by contribution assumption: employee only about $512,893 at 4% or $341,929 at 6%; with 50% employer match about $341,929 at 4% or $227,953 at 6%; with 100% employer match about $256,447 at 4% or $170,964 at 6%.
Sterne Kessler Goldstein & Fox P.L.L.C. Cash Balance Plan-82$7,066,779$2,036,200$24,832iApproximate average salary by contribution assumption: employee only about $620,793 at 4% or $413,862 at 6%; with 50% employer match about $413,862 at 4% or $275,908 at 6%; with 100% employer match about $310,396 at 4% or $206,931 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-424---
20213393$155,893,972$10,832,870$27,565iApproximate average salary by contribution assumption: employee only about $689,114 at 4% or $459,409 at 6%; with 50% employer match about $459,409 at 4% or $306,273 at 6%; with 100% employer match about $344,557 at 4% or $229,705 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-393$150,105,175$8,935,570$22,737iApproximate average salary by contribution assumption: employee only about $568,420 at 4% or $378,947 at 6%; with 50% employer match about $378,947 at 4% or $252,631 at 6%; with 100% employer match about $284,210 at 4% or $189,473 at 6%.
Sterne Kessler Goldstein & Fox P.L.L.C. Cash Balance Plan-77$5,788,797$1,897,300$24,640iApproximate average salary by contribution assumption: employee only about $616,006 at 4% or $410,671 at 6%; with 50% employer match about $410,671 at 4% or $273,781 at 6%; with 100% employer match about $308,003 at 4% or $205,335 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-393---
20203391$129,338,032$9,066,391$23,188iApproximate average salary by contribution assumption: employee only about $579,693 at 4% or $386,462 at 6%; with 50% employer match about $386,462 at 4% or $257,641 at 6%; with 100% employer match about $289,846 at 4% or $193,231 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-391$125,769,045$7,321,491$18,725iApproximate average salary by contribution assumption: employee only about $468,126 at 4% or $312,084 at 6%; with 50% employer match about $312,084 at 4% or $208,056 at 6%; with 100% employer match about $234,063 at 4% or $156,042 at 6%.
Sterne Kessler Goldstein & Fox P.L.L.C. Cash Balance Plan-69$3,568,987$1,744,900$25,288iApproximate average salary by contribution assumption: employee only about $632,210 at 4% or $421,473 at 6%; with 50% employer match about $421,473 at 4% or $280,982 at 6%; with 100% employer match about $316,105 at 4% or $210,737 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-381---
20193379$106,769,219$8,291,406$21,877iApproximate average salary by contribution assumption: employee only about $546,927 at 4% or $364,618 at 6%; with 50% employer match about $364,618 at 4% or $243,078 at 6%; with 100% employer match about $273,463 at 4% or $182,309 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-379$105,096,219$6,618,406$17,463iApproximate average salary by contribution assumption: employee only about $436,570 at 4% or $291,047 at 6%; with 50% employer match about $291,047 at 4% or $194,031 at 6%; with 100% employer match about $218,285 at 4% or $145,523 at 6%.
Sterne Kessler Goldstein & Fox P.L.L.C. Cash Balance Plan-63$1,673,000$1,673,000$26,556iApproximate average salary by contribution assumption: employee only about $663,889 at 4% or $442,593 at 6%; with 50% employer match about $442,593 at 4% or $295,062 at 6%; with 100% employer match about $331,944 at 4% or $221,296 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-374---
20182348$82,143,789$6,571,101$18,882iApproximate average salary by contribution assumption: employee only about $472,062 at 4% or $314,708 at 6%; with 50% employer match about $314,708 at 4% or $209,805 at 6%; with 100% employer match about $236,031 at 4% or $157,354 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-348$82,143,789$6,571,101$18,882iApproximate average salary by contribution assumption: employee only about $472,062 at 4% or $314,708 at 6%; with 50% employer match about $314,708 at 4% or $209,805 at 6%; with 100% employer match about $236,031 at 4% or $157,354 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-340---
20172334$84,652,312$6,124,068$18,336iApproximate average salary by contribution assumption: employee only about $458,388 at 4% or $305,592 at 6%; with 50% employer match about $305,592 at 4% or $203,728 at 6%; with 100% employer match about $229,194 at 4% or $152,796 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-334$84,652,312$6,124,068$18,336iApproximate average salary by contribution assumption: employee only about $458,388 at 4% or $305,592 at 6%; with 50% employer match about $305,592 at 4% or $203,728 at 6%; with 100% employer match about $229,194 at 4% or $152,796 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-332---
20162360$72,179,108$6,072,693$16,869iApproximate average salary by contribution assumption: employee only about $421,715 at 4% or $281,143 at 6%; with 50% employer match about $281,143 at 4% or $187,429 at 6%; with 100% employer match about $210,857 at 4% or $140,572 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-360$72,179,108$6,072,693$16,869iApproximate average salary by contribution assumption: employee only about $421,715 at 4% or $281,143 at 6%; with 50% employer match about $281,143 at 4% or $187,429 at 6%; with 100% employer match about $210,857 at 4% or $140,572 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-318---
20152377$64,265,488$5,577,507$14,794iApproximate average salary by contribution assumption: employee only about $369,861 at 4% or $246,574 at 6%; with 50% employer match about $246,574 at 4% or $164,383 at 6%; with 100% employer match about $184,931 at 4% or $123,287 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-377$64,265,488$5,577,507$14,794iApproximate average salary by contribution assumption: employee only about $369,861 at 4% or $246,574 at 6%; with 50% employer match about $246,574 at 4% or $164,383 at 6%; with 100% employer match about $184,931 at 4% or $123,287 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-338---
20142369$61,852,165$5,387,937$14,601iApproximate average salary by contribution assumption: employee only about $365,036 at 4% or $243,358 at 6%; with 50% employer match about $243,358 at 4% or $162,238 at 6%; with 100% employer match about $182,518 at 4% or $121,679 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-369$61,852,165$5,387,937$14,601iApproximate average salary by contribution assumption: employee only about $365,036 at 4% or $243,358 at 6%; with 50% employer match about $243,358 at 4% or $162,238 at 6%; with 100% employer match about $182,518 at 4% or $121,679 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-330---
20132356$57,032,622$5,218,197$14,658iApproximate average salary by contribution assumption: employee only about $366,446 at 4% or $244,298 at 6%; with 50% employer match about $244,298 at 4% or $162,865 at 6%; with 100% employer match about $183,223 at 4% or $122,149 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-356$57,032,622$5,218,197$14,658iApproximate average salary by contribution assumption: employee only about $366,446 at 4% or $244,298 at 6%; with 50% employer match about $244,298 at 4% or $162,865 at 6%; with 100% employer match about $183,223 at 4% or $122,149 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-333---
20122345$44,711,050$4,943,123$14,328iApproximate average salary by contribution assumption: employee only about $358,197 at 4% or $238,798 at 6%; with 50% employer match about $238,798 at 4% or $159,199 at 6%; with 100% employer match about $179,099 at 4% or $119,399 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-345$44,711,050$4,943,123$14,328iApproximate average salary by contribution assumption: employee only about $358,197 at 4% or $238,798 at 6%; with 50% employer match about $238,798 at 4% or $159,199 at 6%; with 100% employer match about $179,099 at 4% or $119,399 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-330---
20112338$36,095,732$4,292,040$12,698iApproximate average salary by contribution assumption: employee only about $317,459 at 4% or $211,639 at 6%; with 50% employer match about $211,639 at 4% or $141,093 at 6%; with 100% employer match about $158,729 at 4% or $105,820 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-338$36,095,732$4,292,040$12,698iApproximate average salary by contribution assumption: employee only about $317,459 at 4% or $211,639 at 6%; with 50% employer match about $211,639 at 4% or $141,093 at 6%; with 100% employer match about $158,729 at 4% or $105,820 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-327---
20102278$34,621,957$3,728,855$13,413iApproximate average salary by contribution assumption: employee only about $335,329 at 4% or $223,552 at 6%; with 50% employer match about $223,552 at 4% or $149,035 at 6%; with 100% employer match about $167,664 at 4% or $111,776 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-255$34,621,957$3,728,855$14,623iApproximate average salary by contribution assumption: employee only about $365,574 at 4% or $243,716 at 6%; with 50% employer match about $243,716 at 4% or $162,477 at 6%; with 100% employer match about $182,787 at 4% or $121,858 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-278---
20092258$29,080,852$3,358,743$13,018iApproximate average salary by contribution assumption: employee only about $325,460 at 4% or $216,973 at 6%; with 50% employer match about $216,973 at 4% or $144,649 at 6%; with 100% employer match about $162,730 at 4% or $108,487 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-258$29,080,852$3,358,743$13,018iApproximate average salary by contribution assumption: employee only about $325,460 at 4% or $216,973 at 6%; with 50% employer match about $216,973 at 4% or $144,649 at 6%; with 100% employer match about $162,730 at 4% or $108,487 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-252---
20082298$21,485,698$3,515,859$11,798iApproximate average salary by contribution assumption: employee only about $294,955 at 4% or $196,636 at 6%; with 50% employer match about $196,636 at 4% or $131,091 at 6%; with 100% employer match about $147,477 at 4% or $98,318 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-298$21,485,698$3,515,859$11,798iApproximate average salary by contribution assumption: employee only about $294,955 at 4% or $196,636 at 6%; with 50% employer match about $196,636 at 4% or $131,091 at 6%; with 100% employer match about $147,477 at 4% or $98,318 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-288---
20072287$27,405,345$3,457,975$12,049iApproximate average salary by contribution assumption: employee only about $301,217 at 4% or $200,812 at 6%; with 50% employer match about $200,812 at 4% or $133,874 at 6%; with 100% employer match about $150,609 at 4% or $100,406 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-283$27,405,345$3,457,975$12,219iApproximate average salary by contribution assumption: employee only about $305,475 at 4% or $203,650 at 6%; with 50% employer match about $203,650 at 4% or $135,767 at 6%; with 100% employer match about $152,737 at 4% or $101,825 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-287---
20062252$23,431,449$2,784,942$11,051iApproximate average salary by contribution assumption: employee only about $276,284 at 4% or $184,189 at 6%; with 50% employer match about $184,189 at 4% or $122,793 at 6%; with 100% employer match about $138,142 at 4% or $92,095 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-184$23,431,449$2,784,942$15,136iApproximate average salary by contribution assumption: employee only about $378,389 at 4% or $252,259 at 6%; with 50% employer match about $252,259 at 4% or $168,173 at 6%; with 100% employer match about $189,194 at 4% or $126,130 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-252---
20052232$20,317,438$2,482,074$10,699iApproximate average salary by contribution assumption: employee only about $267,465 at 4% or $178,310 at 6%; with 50% employer match about $178,310 at 4% or $118,873 at 6%; with 100% employer match about $133,732 at 4% or $89,155 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-216$20,317,438$2,482,074$11,491iApproximate average salary by contribution assumption: employee only about $287,277 at 4% or $191,518 at 6%; with 50% employer match about $191,518 at 4% or $127,679 at 6%; with 100% employer match about $143,639 at 4% or $95,759 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-232---
20041234$16,649,649$2,552,190$10,907iApproximate average salary by contribution assumption: employee only about $272,670 at 4% or $181,780 at 6%; with 50% employer match about $181,780 at 4% or $121,187 at 6%; with 100% employer match about $136,335 at 4% or $90,890 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-234$16,649,649$2,552,190$10,907iApproximate average salary by contribution assumption: employee only about $272,670 at 4% or $181,780 at 6%; with 50% employer match about $181,780 at 4% or $121,187 at 6%; with 100% employer match about $136,335 at 4% or $90,890 at 6%.
20033253$13,327,967$2,872,524$11,354iApproximate average salary by contribution assumption: employee only about $283,846 at 4% or $189,231 at 6%; with 50% employer match about $189,231 at 4% or $126,154 at 6%; with 100% employer match about $141,923 at 4% or $94,615 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-253$13,327,967$2,872,524$11,354iApproximate average salary by contribution assumption: employee only about $283,846 at 4% or $189,231 at 6%; with 50% employer match about $189,231 at 4% or $126,154 at 6%; with 100% employer match about $141,923 at 4% or $94,615 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-238---
Sterne Kessler Goldstein & Fox P.L.L.C. Cash Balance Plan-0---
20024251$0$0-
Sterne Kessler Goldstein & Fox P.L.L.C. Cash Balance Plan-58---
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-0---
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-228---
Sterne, Kessler, Goldstein & Fox P.L.L.C. Welfare Benefit Plan-251---
20012162$5,392,877$1,076,114$6,643iApproximate average salary by contribution assumption: employee only about $166,067 at 4% or $110,711 at 6%; with 50% employer match about $110,711 at 4% or $73,808 at 6%; with 100% employer match about $83,033 at 4% or $55,356 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-162$5,392,877$1,076,114$6,643iApproximate average salary by contribution assumption: employee only about $166,067 at 4% or $110,711 at 6%; with 50% employer match about $110,711 at 4% or $73,808 at 6%; with 100% employer match about $83,033 at 4% or $55,356 at 6%.
Sterne Kessler Goldstein & Fox P.L.L.C. Cash Balance Plan-58---
20001207$0$0-
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-207---
19991160$5,222,115$1,010,926$6,318iApproximate average salary by contribution assumption: employee only about $157,957 at 4% or $105,305 at 6%; with 50% employer match about $105,305 at 4% or $70,203 at 6%; with 100% employer match about $78,979 at 4% or $52,652 at 6%.
Sterne, Kessler, Goldstein & Fox P.L.L.C. 401K Retirement Savings Plan-160$5,222,115$1,010,926$6,318iApproximate average salary by contribution assumption: employee only about $157,957 at 4% or $105,305 at 6%; with 50% employer match about $105,305 at 4% or $70,203 at 6%; with 100% employer match about $78,979 at 4% or $52,652 at 6%.