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Original filing (PDF)20251006114312NAL0002030691001
CHILEWICH SULTAN LLC
Form 5500
FILING_RECEIVED
CHILEWICH SULTAN LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
112
Accounts w/ balance
90
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund "" is 29% of plan.
Helping the score
- Below-peer total fees (35 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILEWICH SULTAN LLC.
Plan sponsor
Name
CHILEWICH SULTAN LLC
EIN
13-3989690
Address
39 W 19TH ST · NEW YORK, NY · 10011
Phone
(212) 679-9204
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $284 | — |
Investments
32 direct securities· $4.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $1.3M | 28.4% | |
| BlackRock Equity Dividend Fund Class K " | — | — | — | $778K | 17.2% | |
| BlackRock Global Allocation Fund Class K " | — | — | — | $272K | 6.0% | |
| BlackRock LifePath Index 2040 Fund Class K " | — | — | — | $248K | 5.5% | |
| BlackRock LifePath Index 2050 Fund Class K " | — | — | — | $229K | 5.1% | |
| Macquarie Small Cap Value Fund Class R6 " | — | — | — | $196K | 4.3% | |
| PIMCO RAE International Fund Instl Class " | — | — | — | $182K | 4.0% | |
| BlackRock LifePath Index 2030 Fund Class K " | — | — | — | $155K | 3.4% | |
| BlackRock 80/20 Target Allocation Fund Instl Shares " | — | — | — | $144K | 3.2% | |
| ClearBridge Small Cap Growth Fund Class IS " | — | — | — | $104K | 2.3% | |
| BlackRock LifePath Index 2045 Fund Class K " | — | — | — | $85K | 1.9% | |
| BlackRock Emerging Markets Fund Instl Shares " | — | — | — | $77K | 1.7% | |
| BlackRock LifePath Index 2035 Fund Class K " | — | — | — | $70K | 1.5% | |
| BlackRock Liquidity FedFund " | — | — | — | $69K | 1.5% | |
| BlackRock LifePath Index Retirement Fund Class K " | — | — | — | $59K | 1.3% | |
| BlackRock Multi-Asset Income Portfolio Instl Shares " | — | — | — | $57K | 1.3% | |
| BlackRock LifePath Index Retirement Fund Instl Shares " | — | — | — | $50K | 1.1% | |
| MFS Mid Cap Growth Fund Class R6 " | — | — | — | $42K | 0.9% | |
| BlackRock LifePath Index 2060 Fund Class K " | — | — | — | $40K | 0.9% | |
| Fidelity Small Cap Index Fund " | — | — | — | $38K | 0.8% | |
| American Funds EuroPacific Growth Fund Class R6 " | — | — | — | $37K | 0.8% | |
| Fidelity Extended Market Index Fund " | — | — | — | $36K | 0.8% | |
| T. Rowe Price All-Cap Opportunities Fund Class I " | — | — | — | $31K | 0.7% | |
| BlackRock LifePath Index 2065 Fund Class K " | — | — | — | $30K | 0.7% | |
| MFS Global Equity Fund Class R6 " | — | — | — | $28K | 0.6% | |
| Allspring Special Mid Cap Value Fund Class R6 Mutual fund | — | — | — | $28K | 0.6% | |
| BlackRock 20/80 Target Allocation Fund Instl Shares " | — | — | — | $28K | 0.6% | |
| Loomis Sayles Core Plus Bond Fund Class N " | — | — | — | $24K | 0.5% | |
| BlackRock Low Duration Bond Portfolio Class K " | — | — | — | $17K | 0.4% | |
| BlackRock LifePath Index 2055 Fund Class K " | — | — | — | $14K | 0.3% | |
| MFS Research International Fund Class R6 " | — | — | — | $11K | 0.2% | |
| BlackRock Impact Mortgage Fund Instl Shares " | — | — | — | $10K | 0.2% |
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