CHAI Trust Company, LLC d/b/a Equity Group Investments 401(k) Plan

The CHAI Trust Company, LLC d/b/a Equity Group Investments 401(k) on its latest Form 5500

CHAI Trust Company, LLC d/b/a Equity Group Investments (EIN 36-4268733) reports CHAI TRUST COMPANY ADVANTAGE RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $84.4M in plan assets across 116 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full CHAI Trust Company, LLC d/b/a Equity Group Investments filing — schedules, fees, and providers.

Who runs the CHAI Trust Company, LLC d/b/a Equity Group Investments 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CHAI Trust Company, LLC d/b/a Equity Group Investments 401(k).

How to check your CHAI Trust Company, LLC d/b/a Equity Group Investments 401(k)

• Log in to Schwab’s participant portal (the site on your statements).
• Ask CHAI Trust Company, LLC d/b/a Equity Group Investments HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).