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CHALMERS CENTER FOR ECONOMIC — CHALMERS CENTER FOR ECONOMIC 401 K PROFIT SHARING PLAN AND TR, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250608074131NAL0010180195001
CHALMERS CENTER FOR ECONOMIC
Form 5500-SF
FILING_RECEIVED
CHALMERS CENTER FOR ECONOMIC 401 K PROFIT SHARING PLAN AND TR
401(k) retirement plan
Active participants
18
Accounts w/ balance
23
Plan assets (EOY)
$747K
Net assets (EOY)
$747K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHALMERS CENTER FOR ECONOMIC
.
Find decision makers
Plan sponsor
Name
CHALMERS CENTER FOR ECONOMIC
EIN
27-2341083
Address
1500 CHESTNUT ST. · SUITE 106 · CHATTANOOGA, TN · 37408
Phone
(706) 956-4381
Industry
Other Services (ex. Public Admin)
see 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
2025-06-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
CONNECTIONS FOR ABUSED WOMEN A
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UNLOCKING THE BIBLE
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$747K · 20 participants
FND FOR HEALTH LEADERSHIP & INN INC
FHLI 403(B) RETIREMENT PLAN
$747K · 18 participants
SOUTHERN TIER INDEPENDENCE CENTER, INC.
SOUTHERN TIER INDEPENDENCE CENTER, INC. 403(B) PLAN
$747K · 710 participants
AMERICA-ISRAEL CULTURAL FOUNDATION
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
AMERICA-ISRAEL CULTURAL FOUNDATION TAX DEFERRED ANNUITY PLAN
$746K · 3 participants
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$23.8B · 310,762 participants
HCA INC.
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$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B