Original filing (PDF)20250603121236NAL0007229571001

DE CASTRO, WEST, CHODOROW, MENDLER & GL ICKFELD, INC.

Name: DE CASTRO, WEST, CHODOROW, MENDLER & GL ICKFELD, INC. — DE CASTRO, WEST, CHODOROW, MENDLER & GLICKFELD, INC. MONEY PURCHASE PENSION PLAN, Form 5500 (2023)
Creator: DE CASTRO, WEST, CHODOROW, MENDLER & GL ICKFELD, INC.

Form 5500-SF

FILING_RECEIVED

DE CASTRO, WEST, CHODOROW, MENDLER & GLICKFELD, INC. MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.9M

Net assets (EOY)

$13.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DE CASTRO, WEST, CHODOROW, MENDLER & GL ICKFELD, INC..

Plan sponsor

Name

DE CASTRO, WEST, CHODOROW, MENDLER & GL ICKFELD, INC.

EIN

95-3895380

Address

10960 WILSHIRE BLVD · LOS ANGELES, CA · 900243702

Phone

(310) 478-2541

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-03

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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