What public Form 5500 filings show about the Thoma Capital Management, LLC DBA Chesapeake Financial Advisors 401(k) plan — and how to find and check your own account.
Thoma Capital Management, LLC DBA Chesapeake Financial Advisors (EIN 52-2153736) reports CHESAPEAKE FINANCIAL ADVISORS 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $1.0M in plan assets across 13 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 Thoma Capital Management, LLC DBA Chesapeake Financial Advisors filing — schedules, fees, and providers.
Thoma Capital Management, LLC DBA Chesapeake Financial Advisors’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 Thoma Capital Management, LLC DBA Chesapeake Financial AdvisorsHR for the recordkeeper’s name and login.
