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Original filing (PDF)20250917142726NAL0000443057001
CHIPTON-ROSS, INC.
Form 5500
FILING_RECEIVED
GLOBAL RETIREMENT SOLUTIONS 401(K) PLAN
401(k) retirement plan
Active participants
1,282
Accounts w/ balance
1,884
Plan assets (EOY)
$44.4M
Net assets (EOY)
$44.4M
How this plan invests
This plan
37 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHIPTON-ROSS, INC..
Plan sponsor
Name
CHIPTON-ROSS, INC.
EIN
95-3889434
Address
343 MAIN ST · EL SEGUNDO, CA · 90245
Phone
(310) 414-7800
Industry
Admin Support & Waste Mgmtsee all
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
2025-09-17
Pension benefit codes
2U · Association Retirement Plan
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2S · Automatic enrollment
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
WEINBERG & COMPANY, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $122K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEINBERG & CO. LA | 27-4113811 | — | ACCOUNTANT/AUDITOR | $10K | — |
Investments
36 direct securities· $44.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Registered Investment Company 40,253 shares | — | — | — | $8.2M | 18.5% | |
| FID FDM IDX 2030 IPR Registered Investment Company 191,620 shares | — | — | — | $3.9M | 8.7% | |
| FID FDM IDX 2025 IPR Registered Investment Company 177,914 shares | — | — | — | $3.3M | 7.5% | |
| FID FDM IDX 2035 IPR Registered Investment Company 137,119 shares | — | — | — | $3.2M | 7.2% | |
| FID FDM IDX 2020 IPR Registered Investment Company 141,848 shares | — | — | — | $2.2M | 5.0% | |
| FID FDM IDX 2015 IPR Registered Investment Company 144,821 shares | — | — | — | $2.1M | 4.7% | |
| TRP BLUE CHIP GRTH I Registered Investment Company 10,663 shares | — | — | — | $2.0M | 4.5% | |
| FID FDM IDX 2045 IPR Registered Investment Company 73,044 shares | — | — | — | $1.9M | 4.3% | |
| FID FDM IDX 2040 IPR Registered Investment Company 75,814 shares | — | — | — | $1.9M | 4.2% | |
| similar party of interest, collateral, part or maturity value * BROKERAGELINK Self-directed brokerage accounts shares | — | — | — | $1.8M | 4.0% | |
| J H ENTERPRISE T Registered Investment Company 12,520 shares | — | — | — | $1.7M | 3.9% | |
| FID FDM IDX 2050 IPR Registered Investment Company 66,087 shares | — | — | — | $1.7M | 3.9% | |
| EMP GUARANTEED INC Stable Value Fund 48,690 shares | — | — | — | $1.4M | 3.1% | |
| FID BLUE CHIP GR K6 Registered Investment Company 34,278 shares | — | — | — | $1.3M | 2.8% | |
| FID FDM IDX 2055 IPR Registered Investment Company 45,355 shares | — | — | — | $969K | 2.2% | |
| FID FDM IDX 2060 IPR Registered Investment Company 46,908 shares | — | — | — | $850K | 1.9% | |
| FID INTL GROWTH Registered Investment Company 34,833 shares | — | — | — | $695K | 1.6% | |
| FID MID CAP VAL IDX Registered Investment Company 22,017 shares | — | — | — | $598K | 1.3% | |
| FID MID CAP IDX Registered Investment Company 14,199 shares | — | — | — | $479K | 1.1% | |
| FID FDM IDX 2065 IPR Registered Investment Company 30,620 shares | — | — | — | $449K | 1.0% | |
| FID SM CAP IDX Registered Investment Company 15,546 shares | — | — | — | $430K | 1.0% | |
| FID INTM TR BD IDX Registered Investment Company 45,287 shares | — | — | — | $428K | 1.0% | |
| FID SMALL CAP GR K6 Registered Investment Company 23,706 shares | — | — | — | $422K | 1.0% | |
| FID FDM IDX INC IPR Registered Investment Company 35,767 shares | — | — | — | $418K | 0.9% | |
| BNYM S/MD CP GR Y Registered Investment Company - shares ** - * MFS INTL INTR VAL R3 Registered Investment Company 9,542 shares | — | — | — | $335K | 0.8% | |
| FID FDM IDX 2005 IPR Registered Investment Company - shares ** - * FID FDM IDX 2010 IPR Registered Investment Company 25,047 shares | — | — | — | $321K | 0.7% | |
| DLWR EMRG MKTS INST Registered Investment Company - shares ** - * PIONEER BOND K Registered Investment Company 35,734 shares | — | — | — | $293K | 0.7% | |
| PIM REAL RETURN INST Registered Investment Company 20,323 shares | — | — | — | $203K | 0.5% | |
| MGL EMRG MKTS INST Registered Investment Company 6,624 shares | — | — | — | $135K | 0.3% | |
| Notes receivable from participants (due through 2030; interest rates of 4.25% to 9.50% per annum) | — | — | — | $126K | 0.3% | |
| FID GLB EX US IDX Registered Investment Company 8,752 shares | — | — | — | $126K | 0.3% | |
| GLENMEDE SMCAP EQ IS Registered Investment Company 2,932 shares | — | — | — | $104K | 0.2% | |
| FID GOVT MMKT Registered Investment Company 67,285 shares | — | — | — | $67K | 0.2% | |
| C&S REALTY SHARES Z Registered Investment Company 864 shares | — | — | — | $57K | 0.1% | |
| VT INTL SM CAP R6 Registered Investment Company 1,682 shares | — | — | — | $25K | <0.1% | |
| FID FDM IDX 2070 IPR Registered Investment Company 196 shares | — | — | — | $2K | <0.1% |
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