Original filing (PDF)20251002120853NAL0001217842001

CHAPMAN PARTNERSHIP

Name: CHAPMAN PARTNERSHIP — CHAPMAN PARTNERSHIP EMPLOYEE SAVINGS PLAN, Form 5500 (2024)
Creator: CHAPMAN PARTNERSHIP

Form 5500

FILING_RECEIVED

CHAPMAN PARTNERSHIP EMPLOYEE SAVINGS PLAN

401(k) retirement plan

Signals · 1

31% in single holding

Active participants

130

Accounts w/ balance

112

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

How this plan invests

This plan

30 pooled trusts

Schedule D

30 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

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "s * John Hancock Multi-Index Balanced Lifestyle Portfolio" is 31% of plan.

Helping the score

Below-peer total fees (36 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAPMAN PARTNERSHIP.

Plan sponsor

Name

CHAPMAN PARTNERSHIP

EIN

65-0425069

Address

1550 NORTH MIAMI AVENUE · MIAMI, FL · 33136

Phone

(305) 329-3039

Industry

Health Care & Social Assistancesee 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

2025-10-02

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

BDO USA P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	BUFFALO, NY	RECORDKEEPER	$1K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC ADVISORY SERVICES	46-5391363	FT. LAUDERDALE, FL	RIA	$16K	—

Investments

3 direct securities · 30 pooled funds· $4.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$4.6M

30 holdings

Uncategorized

$231K

3 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
JH MULTI-INDEX BALANCED LIFESTYLE P JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$1.5M	31.4%
JH MULTI-INDEX GROWTH LIFESTYLE POR JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$818K	17.0%
JH MULTI-INDEX MODERATE LIFESTYLE P JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$331K	6.9%
JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$273K	5.7%
JH MULTI-INDEX AGGRESSIVE LIFESTYLE JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$252K	5.2%
Participant loans 4.25% to 9.50% -	—	—	—	$216K	4.5%
JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$196K	4.1%
JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$196K	4.1%
500 INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$189K	3.9%
JH MULTI-INDEX CONSERVATIVE LIFESTY JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$160K	3.3%
JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$142K	3.0%
JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$90K	1.9%
JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$64K	1.3%
MONEY MARKET FUND JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$55K	1.1%
SHORT TERM JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$44K	0.9%
JH MULTIMANAGER 2020 LIFETIME JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$43K	0.9%
JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$35K	0.7%
T. ROWE PRICE HEALTH SCIENCE JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$32K	0.7%
JH MULTIMANAGER 2065 LIFETIME JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$30K	0.6%
JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$23K	0.5%
JANUS GLS JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$23K	0.5%
DFA US SMALL CAP FUND JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$15K	0.3%
VANGUARD TOTAL INTERNATIONAL STOCK JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$13K	0.3%
John Hancock Fidelity India Active ETF	—	—	—	$13K	0.3%
FIDELITY ADVISOR ENERGY FUND JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$13K	0.3%
VANGUARD HIGH DIVIDEND YIELD INDEX JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$13K	0.3%
TOTAL BOND MARKET FUND JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$6K	0.1%
ISHARE GOLD JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$6K	0.1%
HIGH YIELD FUND JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$6K	0.1%
FIDELITY REAL ESTATE INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$6K	0.1%
Guaranteed Interest Contract * John Hancock Guaranteed Fund	—	—	—	$2K	<0.1%
3- YEAR COMPOUND JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$2K	<0.1%
MID CAP INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$78	<0.1%