Chalmers, Adams, Backer & Kaufman, LLC 401(k) Profit Sharing Plan
401(k) retirement plan · Chalmers, Adams, Backer & Kaufman, LLC's Chalmers, Adams, Backer & Kaufman, LLC 401(k) Profit Sharing Plan held $1.5M in plan assets for 24 participants in 2024.
Signals · 1
Late filing · 5.9 mo
Active participants
24
Accounts w/ balance
17
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
76
Total plan cost
n/a
Plan health
38
Vendor & structure
100
Knocking points off
Filed 5.9 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHALMERS, ADAMS, BACKER & KAUFMAN, LLC.
