· 2022–2024 · DOL EFAST2

Chappell Financial Group, LLC — Chappell Financial, Form 5500 (2024)

Original filing (PDF)20250916112433NAL0004953554001

Chappell Financial Group, LLC

Form 5500-SF

FILING_RECEIVED

Chappell Financial Group, LLC 401(k) Plan

401(k) retirement plan · Chappell Financial Group, LLC's Chappell Financial Group, LLC 401(k) Plan held $202K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

1

Plan assets (EOY)

$202K

Net assets (EOY)

$202K

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

68

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHAPPELL FINANCIAL GROUP, LLC.

Plan sponsor

Name

CHAPPELL FINANCIAL GROUP, LLC

EIN

05-0562469all filings

Address

3200 COBB GALLERIA PKWY STE 215 · ATLANTA, GA · 30339

Phone

(770) 980-1717

Industry

Finance & Insurance

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

2025-09-16

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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