Back to filter
Original filing (PDF)20250930091829NAL0005409011001
CH EMPLOYMENT SERVICES, LLC
Form 5500
FILING_RECEIVED
CH EMPLOYMENT SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
256
Accounts w/ balance
166
Plan assets (EOY)
$21.9M
Net assets (EOY)
$21.9M
How this plan invests
This plan
9 pooled trusts
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
84
Total plan cost
80
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "[DFE: LARGE CAP GROWTH FUND III (extraction pending)]" is 32% of plan.
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CH EMPLOYMENT SERVICES, LLC.
Plan sponsor
Name
CH EMPLOYMENT SERVICES, LLC
EIN
32-0050913
Address
2200 BISCAYNE BLVD. · MIAMI, FL · 33137
Phone
(305) 374-5700
Industry
Real Estatesee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GERSON, PRESTON, KLEIN, LIPS, EISEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $50K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI, LLC | — | THE WOODLANDS, TX | CONTRACT ADMIN | $14K | — |
Investments
1 direct security · 9 pooled funds· $11.2M(51% 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.
Common Collective Trust
$10.9M
9 holdings
Uncategorized
$303K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH FUND III FEE CLAS GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $3.5M | 15.9% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.1M | 9.5% | |
| STABLE VALUE FUND FEE CLASS I1 GREAT GRAY · EIN 85-4031707 / PN 001 | Common Collective Trust | — | — | $1.5M | 6.7% | |
| INTERNATIONAL GROWTH FUND II CLASS GREAT GRAY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.0M | 4.7% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $993K | 4.5% | |
| MID CAP GROWTH I1 GREAT GRAY · EIN 38-4126247 / PN 001 | Common Collective Trust | — | — | $754K | 3.4% | |
| CORE BOND I1 GREAT GRAY · EIN 82-1986152 / PN 001 | Common Collective Trust | — | — | $698K | 3.2% | |
| PIMCO RAE US SMALL CIT | — | — | $350K | $303K | 1.4% | |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $303K | 1.4% | |
| MID CAP VALUE I1 GREAT GRAY · EIN 38-4139852 / PN 001 | Common Collective Trust | — | — | $50K | 0.2% |
Related plans
Other plans using NFP RETIREMENT INC
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN
PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN
$4.7B · 8,873 participants
SEAGATE U.S. LLC
SEAGATE 401(K) PLAN
$2.3B · 3,104 participants
WOOD GROUP U.S. HOLDINGS, INC.
WOOD 401(K) PLAN
$2.1B · 6,541 participants
ATRIUS MSO, LLC
ATRIUS 401K RETIREMENT SAVINGS PLAN
$1.6B · 5,536 participants
SEALED AIR CORPORATION
SEALED AIR CORPORATION 401(K) AND PROFIT SHARING PLAN
$1.5B · 6,878 participants
Similar-size Real Estate plans
PERCHERON HOLDINGS, LLC
PERCHERON, LLC 401(K) PROFIT SHARING PLAN
$21.9M · 854 participants
TM HOLDINGS, INC.
TM HOLDINGS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$21.9M · 331 participants
SFMC, LP DBA SERVICE FIRST MORTGAGE COMPANY
SFMC 401(K) PLAN
$21.7M · 303 participants
IRGENS PARTNERS, LLC
IRGENS PARTNERS, LLC EMPLOYEE SAVINGS PLAN
$22.1M · 67 participants
PRIME ADMINISTRATION, LLC
PRIME ADMINISTRATION, LLC 401(K) PROFIT SHARING PLAN & TRUST
$22.1M · 486 participants
CHMWARNICK, INC.
CHMWARNICK, INC. 401(K) PLAN
$22.2M · 37 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS PENSION MASTER TRUST
$8.1B