Chapel Hill Investment Analysts, Inc. 401(k) Plan

The Chapel Hill Investment Analysts, Inc. 401(k) on its latest Form 5500

Chapel Hill Investment Analysts, Inc. (EIN 25-1859260) reports CHAPEL HILL INVESTMENT ANALYSTS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $2.8M in plan assets across 6 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 Chapel Hill Investment Analysts, Inc. filing — schedules, fees, and providers.

Who runs the Chapel Hill Investment Analysts, Inc. 401(k)?

Chapel Hill Investment Analysts, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Chapel Hill Investment Analysts, Inc.HR for the recordkeeper’s name and login.

How to check your Chapel Hill Investment Analysts, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Chapel Hill Investment Analysts, Inc. 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).