Original filing (PDF)20250715173356NAL0002407441001

HUTCHINSON & BLOODGOOD, LLP

Name: HUTCHINSON & BLOODGOOD, LLP — HUTCHINSON & BLOODGOOD, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: HUTCHINSON & BLOODGOOD, LLP

Form 5500

FILING_RECEIVED

HUTCHINSON & BLOODGOOD, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

186

Accounts w/ balance

283

Plan assets (EOY)

$57.8M

Net assets (EOY)

$57.8M

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HUTCHINSON & BLOODGOOD, LLP.

Plan sponsor

Name

HUTCHINSON & BLOODGOOD, LLP

EIN

95-0858589

Address

550 NORTH BRAND BLVD., 14TH FLOOR · GLENDALE, CA · 912032624

Phone

(818) 637-5000

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	—	IRVINE, CA	RECORDKEEPER	$3K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PINNACLE PLAN DESIGN, LLC	20-3970947	TUCSON, AZ	CONTRACT ADMIN	$41K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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