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Original filing (PDF)20251011052301NAL0014095840001
CHUGH, LLP
Form 5500
FILING_RECEIVED
CHUGH, LLP 401K PLAN
401(k) retirement plan
Active participants
203
Accounts w/ balance
252
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.1M
How this plan invests
This plan
7 pooled trusts
Schedule D
32 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
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHUGH, LLP.
Plan sponsor
Name
CHUGH, LLP
EIN
47-3050556
Address
15925 CARMENITA ROAD · CERRITOS, CA · 90703
Phone
(562) 229-1220
Industry
Law Offices· 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
2025-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
STERLING ACCOUNTING & TAX SERVIC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
25 direct securities · 7 pooled funds· $16.9M(99% 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.
Registered Investment Companies
$11.9M
25 holdings
Common Collective Trust
$4.9M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GS DYNAMIC GLOBAL EQUITY - A | Registered Investment Companies | — | — | $3.2M | 18.6% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $1.9M | 11.0% | |
| VIRTUS SILVANT FOCUSED GR A | Registered Investment Companies | — | — | $1.6M | 9.3% | |
| FRANKLIN RISING DIVIDENDS - A | Registered Investment Companies | — | — | $1.0M | 6.1% | |
| T. ROWE PRICE GRTH STK FD - R | Registered Investment Companies | — | — | $1.0M | 6.0% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $992K | 5.8% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $745K | 4.4% | |
| FIDELITY ADV FREEDOM 2030 - M | Registered Investment Companies | — | — | $706K | 4.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $676K | 4.0% | |
| FIDADFR2035 | Registered Investment Companies | — | — | $578K | 3.4% | |
| VIRTUS NFJ SC VALUE A | Registered Investment Companies | — | — | $464K | 2.7% | |
| TEMPLETON GROWTH - R | Registered Investment Companies | — | — | $378K | 2.2% | |
| FIDELITY ADV FREEDOM 2045 FD M | Registered Investment Companies | — | — | $367K | 2.2% | |
| MACQUARIE INTL CORE EQ A | Registered Investment Companies | — | — | $354K | 2.1% | |
| STATE ST AGG STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 386 | Common Collective Trust | — | — | $316K | 1.9% | |
| EAV ATL CAPITAL SMID CP A | Registered Investment Companies | — | — | $257K | 1.5% | |
| PUTNAM LARGE CAP VALUE A | Registered Investment Companies | — | — | $236K | 1.4% | |
| DWS GLOBAL HIGH INCOME S | Registered Investment Companies | — | — | $225K | 1.3% | |
| JP MORGAN GOVT BOND FUND - A | Registered Investment Companies | — | — | $213K | 1.2% | |
| VICTORY RS SMALL CAP GROWTH A | Registered Investment Companies | — | — | $201K | 1.2% | |
| NEUBERGER BERMAN LGCAP VAL ADV | Registered Investment Companies | — | — | $198K | 1.2% | |
| FIDELITY ADV FREEDOM 2040 - M | Registered Investment Companies | — | — | $197K | 1.2% | |
| MACQUARIE VALUE A | Registered Investment Companies | — | — | $186K | 1.1% | |
| STATE ST CONS STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 384 | Common Collective Trust | — | — | $176K | 1.0% | |
| STATE ST MOD STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 385 | Common Collective Trust | — | — | $174K | 1.0% | |
| FIDELITY ADV FREEDOM 2050 FD-M | Registered Investment Companies | — | — | $161K | 0.9% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $133K | 0.8% | |
| MFS INTL INTRINSIC VALUE - R2 | Registered Investment Companies | — | — | $114K | 0.7% | |
| FRANKLIN CORE PLUS BOND A | Registered Investment Companies | — | — | $46K | 0.3% | |
| FIDELITY ADV FREEDOM 2020 - M | Registered Investment Companies | — | — | $42K | 0.2% | |
| NEUBERGER BERMAN REAL EST A | Registered Investment Companies | — | — | $38K | 0.2% | |
| FIDADFR2025 | Registered Investment Companies | — | — | $27K | 0.2% |