Original filing (PDF)20250929191249NAL0014236928001

CHAZEN ENGINEERING,LAND SURVEYING,LANDSCAPE ARCHITECTURE&GEOLOGY CO DP

Name: CHAZEN ENGINEERING,LAND SURVEYING,LANDSCAPE ARCHITECTURE&GEOLOGY CO DP — THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: CHAZEN ENGINEERING,LAND SURVEYING,LANDSCAPE ARCHITECTURE&GEOLOGY CO DP

Form 5500

FILING_RECEIVED

THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding~2186 bps in Sched C feesNo recordkeeper disclosed

Active participants

115

Accounts w/ balance

133

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAZEN ENGINEERING,LAND SURVEYING,LANDSCAPE ARCHITECTURE&GEOLOGY CO DP.

Plan sponsor

Name

CHAZEN ENGINEERING,LAND SURVEYING,LANDSCAPE ARCHITECTURE&GEOLOGY CO DP

EIN

14-1681699

Address

21 FOX STREET · POUGHKEEPSIE, NY · 12601

Phone

(845) 454-3980

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2I · Stock bonus

2O · ESOP (non-leveraged)

2Q · S-corporation ESOP

Audit & trust (Schedule H)

Auditor

RBT CPAS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSITION FINANCE STRATEGIES, LLC	13-4238973	CHARLOTTESVILLE, VA	TPA	$8K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
RBT CPAS, LLP	14-1604297	NEWBURGH, NY	AUDITOR	$6K	—

Investments

1 direct security· $63K(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Cash	—	—	$63K	$63K	100.0%

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