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Original filing (PDF)20250922111610NAL0005540784001
HIRTLE, CALLAGHAN & CO., LLC
Form 5500
FILING_RECEIVED
HIRTLE, CALLAGHAN & CO. LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
47% in single holding
Active participants
92
Accounts w/ balance
124
Plan assets (EOY)
$53.5M
Net assets (EOY)
$53.5M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
76
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "HC INSTITUTIONAL US EQUITY" is 47% of plan.
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIRTLE, CALLAGHAN & CO., LLC.
Plan sponsor
Name
HIRTLE, CALLAGHAN & CO., LLC
EIN
26-2821689
Address
FIVE TOWER BRIDGE · 300 BARR HARBOR DR SUITE 500 · WEST CONSHOHOCKEN, PA · 19428
Phone
(610) 828-7200
Industry
Finance & Insurancesee 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
2025-09-22
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)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
16 direct securities · 1 pooled fund· $53.3M(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
$53.1M
16 holdings
Common Collective Trust
$275K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| HC INSTITUTIONAL US EQUITY | Registered Investment Companies | — | — | $25.3M | 47.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $8.6M | 16.0% | |
| HC INSTL INTL EQ PORT | Registered Investment Companies | — | — | $6.3M | 11.7% | |
| HC EMERG MKT PORTFOLIO | Registered Investment Companies | — | — | $3.9M | 7.3% | |
| DWS GOVT MONEY MARKET I | Registered Investment Companies | — | — | $1.8M | 3.4% | |
| HC CORE FIXED INC PORT | Registered Investment Companies | — | — | $1.4M | 2.7% | |
| THE ESG GROWTH PORTFOLIO | Registered Investment Companies | — | — | $1.3M | 2.3% | |
| HC CORPORATE SECURITIES PORTF | Registered Investment Companies | — | — | $1.1M | 2.0% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $800K | 1.5% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $781K | 1.5% | |
| HC US GOV FIXED INC SEC | Registered Investment Companies | — | — | $660K | 1.2% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $423K | 0.8% | |
| VAN SH TERM CORP BOND IDX ADM | Registered Investment Companies | — | — | $293K | 0.5% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $275K | 0.5% | |
| SCHWAB SMALL CAP INDEX | Registered Investment Companies | — | — | $270K | 0.5% | |
| HC US CORP FIXED INC SEC | Registered Investment Companies | — | — | $186K | 0.3% | |
| HC US MORTGASSET BCK FX INC | Registered Investment Companies | — | — | $56K | 0.1% |