How big is Chason Management LLC's plan?

Chason Management LLC's plan reported $2.0M in assets and 96 participants for 2024.

Original filing (PDF)20250729075649NAL0004214016001

Chason Management LLC

Name: Chason Management LLC — Chason Management LLC 401(k), Form 5500 (2024)
Creator: Chason Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chason Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Chason Management LLC's Chason Management LLC 401(k) Profit Sharing Plan & Trust held $2.0M in plan assets for 96 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Jessica Hakes signed Chason Management LLC's 2024 Form 5500 as plan administrator.

Jessica Hakes — 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

Chason Management LLC's EIN is 16-1541959.

EIN 16-1541959

Plan number 001

Plan year 2024

ACK ID 20250729075649NAL0004214016001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chason Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chason Management LLC'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 CHASON MANAGEMENT LLC.

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Plan health score

Above-average plan

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