Original filing (PDF)20250609174954NAL0014475889001

CHELSEA MORGAN SECURITIES INC

Name: CHELSEA MORGAN SECURITIES INC — CHELSEA MORGAN SECURITIES INC - 401(K), Form 5500 (2024)
Creator: CHELSEA MORGAN SECURITIES INC

Form 5500-SF

FILING_RECEIVED

CHELSEA MORGAN SECURITIES INC - 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$383K

Net assets (EOY)

$383K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CHELSEA MORGAN SECURITIES INC

EIN

11-3489062

Address

242 MAIN STREET · STATEN ISLAND, NY · 10307

Phone

(718) 967-8400

Industry

Finance & Insurancesee 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

2025-06-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BRUSSEAU INVESTMENT SERVICES, INC.

BRUSSEAU INVESTMENT SERVICES, INC. CASH BALANCE PLAN

$383K · 3 participants

OSSOLA WEALTH MANAGEMENT

OSSOLA WEALTH MANAGEMENT OWM RETIREMENT

$385K · 3 participants

ILLUMINATE FM LLC

ILLUMINATE FM LLC 401(K) PLAN

$379K · 6 participants

KITTYHAWK VENTURES LLC

KITTYHAWK VENTURES LLC 401(K) PLAN

$387K · 2 participants

CAIN ASSOCIATES FINANCIAL GROUP

CAIN ASSOCIATES FINANCIAL GROUP 401K PLAN