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Original filing (PDF)20250825132104NAL0007891249001
JEFFER MANGELS BUTLER & MITCHELL LLP
Form 5500
FILING_RECEIVED
JEFFER MANGELS BUTLER & MITCHELL LLP PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
180
Accounts w/ balance
227
Plan assets (EOY)
$150.6M
Net assets (EOY)
$150.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFFER MANGELS BUTLER & MITCHELL LLP.
Plan sponsor
Name
JEFFER MANGELS BUTLER & MITCHELL LLP
EIN
95-3669194
Address
1900 AVENUE OF THE STARS · 7TH FLOOR · LOS ANGELES, CA · 900674308
Phone
(310) 203-8080
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
2025-08-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGHT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRAYSTONE CONSULTING | 36-3145972 | — | CONSULTANT | $81K | — |
| TWIN PEAKS WEALTH ADVISORS LLC | 81-1580168 | — | ADVISORY | $6K | — |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 93-0646988 | — | ADVISORY | $513 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | BROKERAGE | $161 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $54K | — |
Investments
31 direct securities · 2 pooled funds· $144.9M(96% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$123.2M
31 holdings
Common Collective Trust
$21.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $21.7M | 14.4% | |
| Vanguard Equity-Income Fund Mutual Fund | — | — | — | $17.7M | 11.8% | |
| PIONEER LARGE CAP GROWTH PORTFOLIO GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $16.6M | 11.0% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $9.1M | 6.1% | |
| Fully benefit-responsive investment contract * Lincoln Stable Value Account Guaranteed Investment Contract | — | — | — | $7.7M | 5.1% | |
| Metropolitan West Total Return Bond Fund Mutual Fund | — | — | — | $7.2M | 4.8% | |
| Self-Directed Brokerage Accounts Various | — | — | — | $6.4M | 4.3% | |
| JPMorgan Mid Cap Value Fund Mutual Fund | — | — | — | $5.2M | 3.5% | |
| JANUS HENDERSON ENTERPRISE CF GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $5.1M | 3.4% | |
| Franklin Small Cap Growth Fund Mutual Fund | — | — | — | $4.9M | 3.2% | |
| Investments Macquarie Small Cap Value Fund Mutual Fund | — | — | — | $4.8M | 3.2% | |
| American Funds 2035 Target Date Retirement Fund Mutual Fund | — | — | — | $4.2M | 2.8% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $4.0M | 2.6% | |
| Cohen and Steers Real Estate Securities Fund Mutual Fund | — | — | — | $4.0M | 2.6% | |
| BlackRock High Yield Bond Fund Mutual Fund | — | — | — | $3.8M | 2.5% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $3.7M | 2.5% | |
| American Funds 2030 Target Date Retirement Fund Mutual Fund | — | — | — | $3.0M | 2.0% | |
| Vanguard Balanced Index Fund Mutual Fund | — | — | — | $3.0M | 2.0% | |
| Invesco Developing Markets Fund Mutual Fund | — | — | — | $2.6M | 1.7% | |
| American Funds Inflation Linked Bond Mutual Fund | — | — | — | $2.4M | 1.6% | |
| American Funds 2045 Target Date Retirement Fund Mutual Fund | — | — | — | $2.4M | 1.6% | |
| BNY Mellon Natural Resources Fund Mutual Fund | — | — | — | $1.7M | 1.1% | |
| Hartford World Bond Fund Mutual Fund | — | — | — | $1.1M | 0.8% | |
| American Funds 2015 Target Date Retirement Fund Mutual Fund | — | — | — | $542K | 0.4% | |
| American Funds 2050 Target Date Retirement Fund Mutual Fund | — | — | — | $529K | 0.4% | |
| American Funds 2040 Target Date Retirement Fund Mutual Fund | — | — | — | $471K | 0.3% | |
| American Funds 2025 Target Date Retirement Fund Mutual Fund | — | — | — | $355K | 0.2% | |
| Victory Trivalent International Small-Cap Fund Mutual Fund | — | — | — | $209K | 0.1% | |
| American Funds 2060 Target Date Retirement Fund Mutual Fund | — | — | — | $207K | 0.1% | |
| American Funds 2055 Target Date Retirement Fund Mutual Fund | — | — | — | $192K | 0.1% | |
| American Funds 2010 Target Date Retirement Fund Mutual Fund | — | — | — | $116K | <0.1% | |
| American Funds 2065 Target Date Retirement Fund Mutual Fund | — | — | — | $36K | <0.1% | |
| American Funds 2020 Target Date Retirement Fund Mutual Fund | — | — | — | $1K | <0.1% |