How big is Estate Chase LLC's plan?

Estate Chase LLC's plan reported $189K in assets and 4 participants for 2024.

Original filing (PDF)20251009155511NAL0011308576001

Estate Chase LLC

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

Form 5500-SF

FILING_RECEIVED

Estate Chase LLC 401(k) Plan

401(k) retirement plan · Estate Chase LLC's Estate Chase LLC 401(k) Plan held $189K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$189K

Net assets (EOY)

$189K

People on this filing

Richard Tatum signed Estate Chase LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Estate Chase LLC's EIN is 26-3852730.

EIN 26-3852730

Plan number 001

Plan year 2024

ACK ID 20251009155511NAL0011308576001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Estate Chase LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ESTATE CHASE LLC.

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Plan health score

Top-tier plan health

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

Helping the score