Original filing (PDF)20250918155543NAL0000743971001

COOPER CARGILL CHANT, P.A.

Name: COOPER CARGILL CHANT, P.A. — COOPER CARGILL CHANT, P.A. SAFE HARBOR 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: COOPER CARGILL CHANT, P.A.

Form 5500-SF

FILING_RECEIVED

COOPER CARGILL CHANT, P.A. SAFE HARBOR 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

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 COOPER CARGILL CHANT, P.A..

Plan sponsor

Name

COOPER CARGILL CHANT, P.A.

EIN

02-0381785

Address

2935 WHITE MOUNTAIN HIGHWAY · NORTH CONWAY, NH · 03860

Phone

(603) 356-5439

Industry

Law Offices· Professional & Technical Servicessee 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

2025-09-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

GALLAGHER KANE, ATTORNEYS AT LAW, A

GALLAGHER KANE, ATTORNEYS AT LAW, A LAW CORPORATION 401(K) PLAN

$6.7M · 11 participants

SMITH & SMITH ATTORNEYS

S & S RETIREMENT PLAN

$6.7M · 5 participants

ROTHSCHILD WISHEK & SANDS LLP

ROTHSCHILD WISHEK & SANDS LLP PROFIT SHARING 401K PLAN AND TRUST

$6.7M · 7 participants

PALMER LAW GROUP, LLP

PALMER LAW FIRM 401(K) PROFIT SHARING PLAN

$6.7M · 12 participants

PLDR LAW, PC

PETTY, LIVINGSTON, DAWSON & RICHARDS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST