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Original filing (PDF)20251013163204NAL0000822339001
CDHA HOLDINGS, LLC
Form 5500
FILING_RECEIVED
CHORD 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
991
Accounts w/ balance
609
Plan assets (EOY)
$22.3M
Net assets (EOY)
$22.3M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CDHA HOLDINGS, LLC.
Plan sponsor
Name
CDHA HOLDINGS, LLC
EIN
81-4463696
Address
1801 WEST END AVE · #410 · NASHVILLE, TN · 37203
Phone
(629) 895-5399
Industry
Offices of Dentists· 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITY FINANCIAL RESOURCES | 48-0409770 | TOPEKA, KS | NONE | $12K | — |
Investments
35 direct securities· $21.5M(96% of reported assets)
Uncategorized
$21.4M
34 holdings
Mutual Funds
$95K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 | — | — | — | $3.7M | 16.6% | |
| Vanguard 500 Index | — | — | — | $3.5M | 15.7% | |
| Vanguard Target Retirement 2050 | — | — | — | $3.4M | 15.3% | |
| Vanguard Target Retirement 2045 | — | — | — | $2.7M | 12.3% | |
| Vanguard Target Retirement 2040 | — | — | — | $1.1M | 5.1% | |
| Vanguard Target Retirement 2035 | — | — | — | $996K | 4.5% | |
| Vanguard Target Retirement 2060 | — | — | — | $987K | 4.4% | |
| Vanguard Target Retirement 2030 | — | — | — | $699K | 3.1% | |
| Vanguard Total Bond Mkt Index | — | — | — | $442K | 2.0% | |
| Vanguard Target Retirement 2025 | — | — | — | $345K | 1.5% | |
| T Rowe Price Blue Chip Growth R | — | — | — | $315K | 1.4% | |
| Notes Receivable from Participants (Loans) Interest rates from 4.25% to 10.50% | — | — | — | $307K | 1.4% | |
| MFS International Diversification | — | — | — | $305K | 1.4% | |
| 1. Children’s Dental Surgery Center of Jackson, LLC 2. 85-2790585 | — | — | — | $288K | 1.3% | |
| Vanguard Developed Mkts Index | — | — | — | $224K | 1.0% | |
| MFS Value | — | — | — | $221K | 1.0% | |
| Vanguard Small Cap Index | — | — | — | $210K | 0.9% | |
| American Funds New Perspective Fund | — | — | — | $203K | 0.9% | |
| Vanguard Target Retirement 2065 | — | — | — | $199K | 0.9% | |
| Vanguard Target Retirement 2020 | — | — | — | $172K | 0.8% | |
| Janus Henderson Balanced | — | — | — | $162K | 0.7% | |
| 1. Children’s Dental Health of Delaware, LLC | — | — | — | $160K | 0.7% | |
| Insurance Contract * Security Benefit Life Insurance Fixed Account – crediting interest rate Company of 1.95% | — | — | — | $132K | 0.6% | |
| DWS Rreef Real Estate Securities | Mutual Funds | — | — | $95K | 0.4% | |
| Allspring Special Small Cap Value | — | — | — | $89K | 0.4% | |
| Janus Henderson Triton | — | — | — | $88K | 0.4% | |
| Vanguard Target Retirement Income | — | — | — | $83K | 0.4% | |
| American Century Emerging Markets | — | — | — | $48K | 0.2% | |
| Blackrock High Yield | — | — | — | $45K | 0.2% | |
| Vanguard Target Retirement 2070 | — | — | — | $42K | 0.2% | |
| Allspring Disciplined U.S. Core | — | — | — | $39K | 0.2% | |
| Blackrock Inflation protect Bond | — | — | — | $36K | 0.2% | |
| Janus Henderson Flexible Bond | — | — | — | $11K | <0.1% | |
| Pimco Commodity Real Return | — | — | — | $11K | <0.1% | |
| JP Morgan US Small Company | — | — | — | $11K | <0.1% |
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