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Original filing (PDF)20251015122548NAL0009576466001
BUCHALTER, A PROFESSIONAL CORPORATION
Form 5500
FILING_RECEIVED
BUCHALTER ASSOCIATE ATTORNEY 401(K) PLAN
401(k) retirement plan
Signals · 1
36% in single holding
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$27.0M
Net assets (EOY)
$27.0M
How this plan invests
This plan
22 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
82
Total plan cost
100
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "CHARLES SCHWAB Self Directed Brokerage Accounts" is 36% of plan.
- No active participants reported but plan still holds assets.
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 BOULEVARD · SUITE 1500 · LOS ANGELES, CA · 900172457
Phone
(213) 891-5661
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT | — | RESTON, VA | ADVISOR | $24K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD-KEEPER | $31K | — |
Investments
22 direct securities· $27.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB Self Directed Brokerage Accounts | — | — | — | $9.6M | 35.7% | |
| FIDELITY 500 INDEX FUND Registered Investment Company | — | — | — | $3.2M | 11.8% | |
| AMERICAN FUNDS 2020 TARGET RETIRE R6 Registered Investment Company | — | — | — | $2.8M | 10.3% | |
| VANGUARD GROWTH INDEX FUND ADMIRAL SHARES Registered Investment Company | — | — | — | $2.1M | 7.7% | |
| AMERICAN FUNDS 2050 TARGET RETIRE R6 Registered Investment Company | — | — | — | $1.6M | 5.8% | |
| VANGUARD FEDERAL MONEY MARKET Registered Investment Company | — | — | — | $1.4M | 5.2% | |
| FIDELITY MID CAP INDEX FUND Registered Investment Company | — | — | — | $898K | 3.3% | |
| AMERICAN FUNDS 2040 TARGET RETIRE R6 Registered Investment Company | — | — | — | $866K | 3.2% | |
| FIDELITY INTERNATIONAL INDEX FUND Registered Investment Company | — | — | — | $851K | 3.2% | |
| VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL SHARES Registered Investment Company | — | — | — | $601K | 2.2% | |
| FIDELITY SMALL CAP INDEX FUND Registered Investment Company | — | — | — | $582K | 2.2% | |
| VANGUARD VALUE INDEX ADMIRAL SHARES Registered Investment Company | — | — | — | $567K | 2.1% | |
| AMERICAN FUNDS 2055 TARGET RETIRE R6 Registered Investment Company | — | — | — | $496K | 1.8% | |
| AMERICAN FUNDS 2060 TARGET RETIRE R6 Registered Investment Company | — | — | — | $419K | 1.6% | |
| AMERICAN FUNDS 2030 TARGET RETIRE R6 Registered Investment Company | — | — | — | $321K | 1.2% | |
| PRINCIPAL DIVERSIFIED REAL ASSET FUND R6 Registered Investment Company | — | — | — | $268K | 1.0% | |
| FIDELITY EMERGING MARKETS INDEX Registered Investment Company | — | — | — | $185K | 0.7% | |
| AMERICAN FUNDS 2045 TARGET RETIRE R6 Registered Investment Company | — | — | — | $139K | 0.5% | |
| maturing through December 2029 - | — | — | — | $104K | 0.4% | |
| AMERICAN FUNDS 2035 TARGET RETIRE R6 Registered Investment Company | — | — | — | $33K | 0.1% | |
| VANGUARD TOTAL INTL BOND INDEX ADMIRAL SHARES Registered Investment Company | — | — | — | $16K | <0.1% | |
| AMERICAN FUNDS 2010 TARGET RETIRE R6 Registered Investment Company | — | — | — | $12K | <0.1% |
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