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Original filing (PDF)20251015114508NAL0005973712001
CHEIL USA INC.
Form 5500
FILING_RECEIVED
CHEIL USA INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
734
Accounts w/ balance
1,003
Plan assets (EOY)
$53.2M
Net assets (EOY)
$53.2M
How this plan invests
This plan
9 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHEIL USA INC..
Plan sponsor
Name
CHEIL USA INC.
EIN
22-3154110
Address
1 PENN PLAZA · 37TH FLOOR · NEW YORK, NY · 10014
Phone
(919) 313-4216
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $55K | — |
Investments
26 direct securities · 9 pooled funds· $52.9M(100% 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.
Registered Investment Companies
$49.0M
26 holdings
Common Collective Trust
$3.9M
8 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $6.3M | 11.8% | |
| PGIM JENNISON GROWTH R6 | Registered Investment Companies | — | — | $5.5M | 10.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $4.9M | 9.2% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $4.3M | 8.1% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.9M | 7.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.1M | 5.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.0M | 5.7% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $3.0M | 5.7% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $2.6M | 4.9% | |
| PRINCIPAL SMALLCAP GROWTH I R6 | Registered Investment Companies | — | — | $2.3M | 4.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2.1M | 4.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.1M | 3.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.0M | 3.9% | |
| FID GLOBAL EX US INDEX | Registered Investment Companies | — | — | $1.3M | 2.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.1M | 2.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.1M | 2.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.1M | 2.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $960K | 1.8% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $737K | 1.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $562K | 1.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $246K | 0.5% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $240K | 0.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $123K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $121K | 0.2% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $51K | <0.1% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $47K | <0.1% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $21K | <0.1% | |
| LCG JENNISON FUND PRUDENTIAL RETIREMENT INS · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $0 | <0.1% | |
| NT COLL AGGBOND IDX NL NORHTERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $0 | <0.1% | |
| NT EXTENND EQTY MRKT DC NL NORHTERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAVY EURPAC GRO CT GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MFS LGCAP VAL CIT CL CT WILMINGTON TRUST, N.A. · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $0 | <0.1% | |
| MFS MID CAP VALUE FUND CT WILMINGTON TRUST, N.A. · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $0 | <0.1% | |
| NTHRN CNTR WDL EXUS INV 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 125 | Common Collective Trust | — | — | $0 | <0.1% | |
| NTHRN COLL SP500 IDX TR4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6738589 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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