How big is Chasesource LP's plan?

Chasesource LP's plan reported $1.7M in assets and 63 participants for 2024.

Original filing (PDF)20250725082841NAL0008401680001

Chasesource LP

Name: Chasesource LP — Chasesource 401(k) Savings and, Form 5500 (2024)
Creator: Chasesource LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chasesource 401(k) Savings and Profit Sharing Plan

401(k) retirement plan · Chasesource LP's Chasesource 401(k) Savings and Profit Sharing Plan held $1.7M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Stephanie Sawyer signed Chasesource LP's 2024 Form 5500 as plan administrator.

Stephanie Sawyer — 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

Chasesource LP's EIN is 20-5658900.

EIN 20-5658900

Plan number 001

Plan year 2024

ACK ID 20250725082841NAL0008401680001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Chasesource LP'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 CHASESOURCE LP.

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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