Original filing (PDF)20251008112138NAL0002956675001

CHHJ Franchising L.L.C.

Name: CHHJ Franchising L.L.C. — CHHJ Franchising, L.L.C., Form 5500 (2024)
Creator: CHHJ Franchising L.L.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

CHHJ Franchising, L.L.C. 401(k) Plan

401(k) retirement plan · CHHJ Franchising L.L.C.'s CHHJ Franchising, L.L.C. 401(k) Plan held $5.1M in plan assets for 172 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributions~117 bps in Sched C fees

Active participants

172

Accounts w/ balance

295

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 5K (0% of contributions).
Total administrative cost in the bottom quartile of peers (10th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHHJ FRANCHISING L.L.C..

Plan sponsor

Name

CHHJ FRANCHISING L.L.C.

EIN

87-0789542all filings

Address

4411 W. TAMPA BAY BLVD. · TAMPA, FL · 33614

Phone

(813) 867-6461

Industry

Real Estate

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$26K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$1K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

35 direct securities· $5.1M(100% of reported assets)

Other securities

$4.2M

22 holdings

Mutual Funds

$356K

10 holdings

Common Collective Trusts

$347K

2 holdings

Bonds / Notes

$156K

1 holding

					% of plan
BLACKROCK LIFEPATH INDEX 2055 K	Other securities	—	—	$1.1M	21.4%
BLACKROCK LIFEPATH INDEX 2060 K	Other securities	—	—	$686K	13.5%
BLACKROCK LIFEPATH INDEX 2045 K	Other securities	—	—	$626K	12.3%
BLACKROCK LIFEPATH INDEX 2050 K	Other securities	—	—	$512K	10.1%
ISHARES S&P 500 INDEX K	Common Collective Trusts	—	—	$299K	5.9%
BLACKROCK LIFEPATH INDEX 2040 K	Other securities	—	—	$249K	4.9%
BLACKROCK LIFEPATH INDEX 2035 K	Other securities	—	—	$232K	4.6%
BLACKROCK LIFEPATH INDEX 2030 K	Other securities	—	—	$222K	4.4%
Notes receivable from participants (4.25%-9.50%)	Bonds / Notes	—	—	$156K	3.1%
ISHARES MSCI TOTAL INTERNATIONAL INDEX K	Other securities	—	—	$135K	2.6%
BLACKROCK LIFEPATH INDEX 2065 K	Other securities	—	—	$94K	1.9%
AMERICAN FUNDS BOND FUND OF AMER R6	Mutual Funds	—	—	$90K	1.8%
ISHARES RUSSELL MID-CAP INDEX K	Other securities	—	—	$89K	1.8%
AMERICAN FUNDS NEW PERSPECTIVE R6	Mutual Funds	—	—	$74K	1.5%
BLACKROCK 20/80 TARGET ALLOCATION K	Other securities	—	—	$73K	1.4%
MFS EQUITY INCOME R6	Mutual Funds	—	—	$64K	1.3%
EI FIXED ACCOUNT - SERIES CLASS I	Other securities	—	—	$60K	1.2%
ISHARES RUSSELL 2000 SMALL-CAP INDEX K	Common Collective Trusts	—	—	$48K	0.9%
JPMORGAN INVESTOR GROWTH R6	Other securities	—	—	$45K	0.9%
PUTNAM INTERNATIONAL VALUE R6	Mutual Funds	—	—	$36K	0.7%
INVESCO SMALL CAP VALUE R6	Mutual Funds	—	—	$32K	0.6%
AMERICAN FUNDS NEW WORLD R6	Mutual Funds	—	—	$27K	0.5%
BLACKROCK 60/40 TARGET ALLOCATION K	Other securities	—	—	$20K	0.4%
JPMORGAN US EQUITY R6	Other securities	—	—	$20K	0.4%
AMERICAN CENTURY ULTRA R6	Other securities	—	—	$17K	0.3%
BLACKROCK 80/20 TARGET ALLOCATION K	Other securities	—	—	$15K	0.3%
BLACKROCK GLOBAL ALLOCATION K	Other securities	—	—	$15K	0.3%
PIMCO REAL RETURN INSTL	Mutual Funds	—	—	$14K	0.3%
BLACKROCK 40/60 TARGET ALLOCATION K	Other securities	—	—	$9K	0.2%
BLACKROCK LIFEPATH INDEX RETIREMENT K	Other securities	—	—	$9K	0.2%
MFS MID CAP VALUE R6	Mutual Funds	—	—	$8K	0.2%
PIMCO INCOME INSTL	Mutual Funds	—	—	$7K	0.1%
PUTNAM SMALL CAP GROWTH R6	Mutual Funds	—	—	$4K	<0.1%
PGIM JENNISON INTERNATIONAL OPPS R6	Other securities	—	—	$3K	<0.1%
BLACKROCK MID-CAP GROWTH EQUITY K	Other securities	—	—	$1K	<0.1%