Original filing (PDF)20250609115913NAL0014192129001

CHILTON YAMBERT PORTER LLP

Name: CHILTON YAMBERT PORTER LLP — CHILTON YAMBERT PORTER LLP 401(K) PLAN, Form 5500 (2024)
Creator: CHILTON YAMBERT PORTER LLP

Form 5500-SF

FILING_RECEIVED

CHILTON YAMBERT PORTER LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILTON YAMBERT PORTER LLP.

Plan sponsor

Name

CHILTON YAMBERT PORTER LLP

EIN

36-4197374

Address

303 W MADISON SUITE 2300 · CHICAGO, IL · 60606

Phone

(312) 460-8000

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

2025-06-09

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

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

BARULICH, DUGONI, SUTTMANN & CUMMINS LAW GROUP, INC.

BARULICH, DUGONI, SUTTMANN & CUMMINS LAW GROUP, INC. SALARY DEFERRAL PLAN

$7.9M · 29 participants

MOORE BRADLEY MYERS LAW FIRM, PA

MOORE BRADLEY MYERS LAW FIRM, PA 401(K) PLAN

$7.9M · 35 participants

KILO, FLYNN, BILLINGSLEY, TRAME, & BROWN, P.C.

KILO FLYNN, P.C. PROFIT SHARING PLAN

$7.9M · 10 participants

CANTOR STONEBURNER FORD GRANA & BUCKNER, P.C

CANTOR STONEBURNER FORD GRANA & BUCKNER, P.C. RETIREMENT PLAN

$7.9M · 14 participants