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Original filing (PDF)20250926095759NAL0009261089001
BLITT AND GAINES, P.C.
Form 5500
FILING_RECEIVED
BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
245
Accounts w/ balance
261
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
22 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLITT AND GAINES, P.C..
Plan sponsor
Name
BLITT AND GAINES, P.C.
EIN
36-3871864
Address
775 CORPORATE WOODS PARKWAY · VERNON HILLS, IL · 60061
Phone
(847) 403-4900
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
2025-09-26
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS, LLC | 36-4389114 | DEERFIELD, IL | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NADLER FINANCIAL GROUP, LLC | 36-4156113 | — | FINANCIAL ADVISOR | $38K | — |
Investments
22 direct securities· $13.8M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $2.5M | 16.9% | |
| American Funds Target Date Retirement 2045 Fund | — | — | — | $1.9M | 12.9% | |
| American Funds Target Date Retirement 2035 Fund | — | — | — | $1.2M | 8.4% | |
| American Funds Target Date Retirement 2030 Fund | — | — | — | $1.2M | 8.3% | |
| PGIM Total Return Bond Fund R6 | — | — | — | $1.2M | 8.2% | |
| American Funds Target Date Retirement 2040 Fund | — | — | — | $1.0M | 7.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $834K | 5.7% | |
| Vanguard Short-Term Investment-Grade Admiral Shares | — | — | — | $677K | 4.7% | |
| American Funds Target Date Retirement 2050 Fund | — | — | — | $568K | 3.9% | |
| Vanguard U.S. Growth Fund Admiral Shares | — | — | — | $481K | 3.3% | |
| Carillon Eagle Mid Cap Growth Fund R6 | — | — | — | $426K | 2.9% | |
| American Funds EuroPacific Growth Fund R6 | — | — | — | $419K | 2.9% | |
| American Funds Target Date Retirement 2025 Fund | — | — | — | $252K | 1.7% | |
| American Funds New Perspective Fund R6 | — | — | — | $246K | 1.7% | |
| American Funds Target Date Retirement 2055 Fund | — | — | — | $244K | 1.7% | |
| American Funds Target Date Retirement 2060 Fund | — | — | — | $221K | 1.5% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $132K | 0.9% | |
| Charles Schwab Bank Savings Money Market Deposit Account | — | — | — | $114K | 0.8% | |
| American Funds Target Date Retirement 2020 Fund | — | — | — | $106K | 0.7% | |
| American Funds Target Date Retirement 2065 Fund | — | — | — | $85K | 0.6% | |
| PIMCO Real Return Fund Institutional | — | — | — | $22K | 0.2% | |
| Ivy Investments Emerging Markets Equity Mid-Cap Growth Fund | — | — | — | $15K | 0.1% |
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