Original filing (PDF)20251015184803NAL0005658305001

BUCHALTER, A PROFESSIONAL CORPORATION

Name: BUCHALTER, A PROFESSIONAL CORPORATION — BUCHALTER CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: BUCHALTER, A PROFESSIONAL CORPORATION

Form 5500

FILING_RECEIVED

BUCHALTER CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

120

Accounts w/ balance

—

Plan assets (EOY)

$32.1M

Net assets (EOY)

$32.1M

How this plan invests

This plan

9 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

100

/ 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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUCHALTER, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

BUCHALTER, A PROFESSIONAL CORPORATION

EIN

95-2640846

Address

1000 WILSHIRE BLVD SUITE 1500 · LOS ANGELES, CA · 900172457

Phone

(213) 891-0700

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CITIGROUP GLOBAL MARKETS, INC	11-2418191	—	RECORDKEEPER	$29K	—

Investments

9 direct securities· $31.9M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
U.S. 3 year Treasury Note Maturity 15SEP25	—	—	$4.8M	$4.8M	14.8%
U.S. 2 year Treasury Bill Maturity 30APR25	—	—	$4.4M	$4.4M	13.8%
U.S. 10 year Treasury Note Maturity 15AUG25	—	—	$4.4M	$4.4M	13.6%
U.S. 3 year Treasury Note Maturity 15MAR25	—	—	$4.2M	$4.2M

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