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Original filing (PDF)20251011060634NAL0004637859001
COALITION FOR HUMANE IMMIGRANT R
Form 5500
FILING_RECEIVED
COALITION FOR HUMANE IMMIGRANT RIGHTS (CHIRLA) 401(K) PROFIT SH
401(k) retirement plan
Signals · 1
41% in single holding
Active participants
161
Accounts w/ balance
338
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "JPM SMARTRETIREMENT 2050 R6" is 41% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COALITION FOR HUMANE IMMIGRANT R.
Plan sponsor
Name
COALITION FOR HUMANE IMMIGRANT R
EIN
95-4421521
Address
2533 W. 3RD STREET · SUITE 101 · LOS ANGELES, CA · 90057
Phone
(213) 440-5550
Industry
Other Services (ex. Public Admin)see 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
2025-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRITH-SMITH & ARCHIBALD LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $16K | — |
Investments
19 direct securities· $4.2M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPM SMARTRETIREMENT 2050 R6 | Registered Investment Companies | — | — | $1.7M | 39.7% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $799K | 18.5% | |
| JPM SMARTRETIREMENT 2030 R6 | Registered Investment Companies | — | — | $546K | 12.6% | |
| BLK TECH OPPS I | Registered Investment Companies | — | — | $199K | 4.6% | |
| JPM SMARTRETIREMENT 2040 R6 | Registered Investment Companies | — | — | $188K | 4.3% | |
| JPM SMARTRETIREMENT INCOME R6 | Registered Investment Companies | — | — | $136K | 3.1% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $124K | 2.9% | |
| JPM SMARTRETIREMENT 2020 R6 | Registered Investment Companies | — | — | $97K | 2.2% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $60K | 1.4% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $60K | 1.4% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $56K | 1.3% | |
| VOYA SMALL COMPANY FUND R6 | Registered Investment Companies | — | — | $51K | 1.2% | |
| AMERICAN FNDS FUNDAMENT INV R6 | Registered Investment Companies | — | — | $44K | 1.0% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $24K | 0.6% | |
| NUVEEN REAL ESTATE SEC R6 | Registered Investment Companies | — | — | $21K | 0.5% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $17K | 0.4% | |
| PIMCO DIVERSIFIED INC - INST | Registered Investment Companies | — | — | $16K | 0.4% | |
| FRANKLIN INCOME FUND R6 | Registered Investment Companies | — | — | $15K | 0.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $11K | 0.2% |
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