Original filing (PDF)20250718071449NAL0000612931001

CHICAGO BENEFIT CONSULTANTS,

Name: CHICAGO BENEFIT CONSULTANTS, — CHICAGO BENEFIT CONSULTANTS, 401(K)/PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CHICAGO BENEFIT CONSULTANTS,

Form 5500-SF

FILING_RECEIVED

CHICAGO BENEFIT CONSULTANTS, 401(K)/PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHICAGO BENEFIT CONSULTANTS,.

Plan sponsor

Name

CHICAGO BENEFIT CONSULTANTS,

DBA

O'SULLIVAN

EIN

20-8199367

Address

1236 BRACE ROAD · UNIT E · CHERRY HILL, NJ · 08034

Phone

(856) 795-7777

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-18

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

BPT PERFORMANCE CONSULTING LLC

BPT PERFORMANCE CONSULTING LLC DEFINED BENEFIT PENSION PLAN

$5.4M · 3 participants

MECKLEY SERVICES INC

MECKLEY SERVICES INC 401(K) PROFIT SHARING PLAN

$5.4M · 154 participants

PACKAGING SPECIALTY, INC. DBA SALESMASTER CORP.

SALESMASTER 401(K) RETIREMENT PLAN

$5.4M · 27 participants

AMTEK COMPANY

AMTEK COMPANY 401(K) PROFIT SHARING PLAN

$5.4M · 10 participants

SQA SERVICES, INC.

SQA SERVICES, INC. EMPLOYEE 401(K) PLAN