How big is Chaloner Associates, Inc.'s plan?

Chaloner Associates, Inc.'s plan reported $618K in assets and 7 participants for 2024.

Original filing (PDF)20250731103120NAL0002505523001

Chaloner Associates, Inc.

Name: Chaloner Associates, Inc. — Chaloner Associates, Form 5500 (2024)
Creator: Chaloner Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chaloner Associates, Inc. 401(k) Plan

401(k) retirement plan · Chaloner Associates, Inc.'s Chaloner Associates, Inc. 401(k) Plan held $618K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$618K

Net assets (EOY)

$618K

People on this filing

Amanda Roy signed Chaloner Associates, Inc.'s 2024 Form 5500 as plan administrator.

Amanda Roy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Chaloner Associates, Inc.'s EIN is 04-3443536.

EIN 04-3443536

Plan number 002

Plan year 2024

ACK ID 20250731103120NAL0002505523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chaloner Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chaloner Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHALONER ASSOCIATES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score