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Original filing (PDF)20230927141410NAL0006850003001
CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY
Form 5500
FILING_RECEIVED
CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
232
Accounts w/ balance
335
Plan assets (EOY)
$89.4M
Net assets (EOY)
$89.4M
How this plan invests
This plan
12 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (5 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY.
Plan sponsor
Name
CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY
EIN
74-1541761
Address
1200 SMITH STREET, SUITE 1400 · HOUSTON, TX · 770024496
Phone
(713) 658-1818
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE
EIN
76-0325357
City
HOUSTON, TX
Phone
(713) 658-1818
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-27
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
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MELTON & MELTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIGHTWORTH LLC | 58-2296041 | — | NONE | $16K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $15K | — |
| DIVERSIFIED TRUST COMPANY INC | 62-1554452 | — | NONE | $10K | — |
| WISEOWL CAPITAL LLC | 46-1886612 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $830 | — |
Investments
12 pooled funds· $22.3M(25% 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.
Common Collective Trust
$13.1M
11 holdings
Pooled Separate Account
$9.2M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PSA NO. 25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | $9.2M | 10.3% |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | $3.3M | 3.7% |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | $3.2M | 3.6% |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | $1.7M | 1.9% |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | $1.0M | 1.1% |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | $902K | 1.0% |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | $902K | 1.0% |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | $778K | 0.9% |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | $567K | 0.6% |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | $344K | 0.4% |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | $251K | 0.3% |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | $142K | 0.2% |
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