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Original filing (PDF)20250916093129NAL0002357088001
CHISHOLM CHISHOLM & KILPATRICK, LTD.
Form 5500
FILING_RECEIVED
CHISHOLM CHISHOLM & KILPATRICK 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
228
Accounts w/ balance
305
Plan assets (EOY)
$16.9M
Net assets (EOY)
$16.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHISHOLM CHISHOLM & KILPATRICK, LTD..
Plan sponsor
Name
CHISHOLM CHISHOLM & KILPATRICK, LTD.
EIN
27-4459831
Address
321 S. MAIN STREET, SUITE 200 · PROVIDENCE, RI · 02903
Phone
(401) 331-6300
Industry
Law Offices· Professional & Technical Servicessee 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
2025-09-16
Pension benefit codes
2A · Age/service weighted or new comparability
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
KAHN, LITWIN, RENZA & CO., LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | — | BALTIMORE, MD | BROKER | $32K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC | 23-1945930 | — | CONTRACT ADMINISTRATOR | $9K | — |
| THE ANGELL PENSION GROUP, INC | 04-2530412 | — | THIRD PARTY ADMIN | $7K | — |
Investments
31 direct securities · 1 pooled fund· $16.2M(96% 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.
Uncategorized
$16.1M
31 holdings
Common Collective Trust
$80K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | — | — | — | $3.8M | 22.7% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $2.3M | 13.7% | |
| Alger Focus Equity Z | — | — | — | $2.1M | 12.3% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.9M | 11.4% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.1M | 6.4% | |
| American Funds Growth Fund of America R6 | — | — | — | $1.1M | 6.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $696K | 4.1% | |
| American Funds American Balanced R6 | — | — | — | $572K | 3.4% | |
| Vanguard Mid Cap Index Adm | — | — | — | $498K | 2.9% | |
| American Funds Small Cap World R6 | — | — | — | $451K | 2.7% | |
| Vanguard Small Cap Index Adm | — | — | — | $409K | 2.4% | |
| American Funds EuroPacific Growth R6 | — | — | — | $327K | 1.9% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $257K | 1.5% | |
| Hartford Dividend & Growth Y | — | — | — | $86K | 0.5% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $82K | 0.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $80K | 0.5% | |
| maturing at various dates through July 2029 collateralized by participant's vested account balance. | — | — | — | $76K | 0.5% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $65K | 0.4% | |
| Artisan Global Opportunities Instl | — | — | — | $51K | 0.3% | |
| Fidelity Advisor Government Income I | — | — | — | $49K | 0.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $40K | 0.2% | |
| Mondrian International Equity Value | — | — | — | $37K | 0.2% | |
| Janus Henderson Mid Cap Value N | — | — | — | $28K | 0.2% | |
| American Funds New World R6 | — | — | — | $27K | 0.2% | |
| Vanguard High Yield Corp Adm | — | — | — | $21K | 0.1% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $20K | 0.1% | |
| Vanguard Inflation-Protected Sec Adm | — | — | — | $15K | <0.1% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $9K | <0.1% | |
| Hartford Midcap Y | — | — | — | $9K | <0.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $8K | <0.1% | |
| MFS Emerging Markets Debt R6 | — | — | — | $5K | <0.1% | |
| Cohen & Steers Real Estate Secs Z | — | — | — | $2K | <0.1% |
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