Original filing (PDF)20251015151514NAL0009985074001

HINDERLITER DE LLAMAS & ASSOCIATES

Name: HINDERLITER DE LLAMAS & ASSOCIATES — HINDERLITER, DE LLAMAS & ASSOCIATES ESOP, Form 5500 (2024)
Creator: HINDERLITER DE LLAMAS & ASSOCIATES

Form 5500

FILING_RECEIVED

HINDERLITER, DE LLAMAS & ASSOCIATES ESOP

Defined-contribution retirement plan

Signals · 2

95% in single holdingNo recordkeeper disclosed

Active participants

281

Accounts w/ balance

294

Plan assets (EOY)

$67.8M

Net assets (EOY)

$64.0M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HINDERLITER DE LLAMAS & ASSOCIATES.

Plan sponsor

Name

HINDERLITER DE LLAMAS & ASSOCIATES

EIN

33-0008507

Address

120 S STATE COLLEGE BLVD STE 200 · BREA, CA · 928215807

Phone

(909) 861-4335

Industry

All Other Professional Services· 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

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

ROORDA, PIQUET & BESSEE, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $67.8M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Hinderliter, de Llamas & Associates	—	—	$10.4M	$64.7M	95.4%
	Alerus	—	—	$3.1M	$3.1M	4.6%

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