Original filing (PDF)20250702111045NAL0031435314001

COLEMAN, CHAVEZ & ASSOCIATES, LLP

Name: COLEMAN, CHAVEZ & ASSOCIATES, LLP — COLEMAN, CHAVEZ & ASSOCIATES LLP 401(K) PLAN, Form 5500 (2024)
Creator: COLEMAN, CHAVEZ & ASSOCIATES, LLP

Form 5500-SF

FILING_RECEIVED

COLEMAN, CHAVEZ & ASSOCIATES LLP 401(K) PLAN

401(k) retirement plan

Active participants

103

Accounts w/ balance

101

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLEMAN, CHAVEZ & ASSOCIATES, LLP.

Plan sponsor

Name

COLEMAN, CHAVEZ & ASSOCIATES, LLP

EIN

26-1812973

Address

1731 E. ROSEVILLE PARKWAY · SUITE 200 · ROSEVILLE, CA · 95661

Phone

(916) 787-2323

Industry

Law Offices· 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

2025-07-02

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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