How big is Chapter Three, Inc.'s plan?

Chapter Three, Inc.'s plan reported $712K in assets and 14 participants for 2024.

Original filing (PDF)20250813102031NAL0010759456001

Chapter Three, Inc.

Name: Chapter Three, Inc. — Chapter Three 401(k) Plan, Form 5500 (2024)
Creator: Chapter Three, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chapter Three 401(k) Plan

401(k) retirement plan · Chapter Three, Inc.'s Chapter Three 401(k) Plan held $712K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$712K

Net assets (EOY)

$712K

People on this filing

BENN Whitney signed Chapter Three, Inc.'s 2024 Form 5500 as plan administrator.

BENN Whitney — 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

Chapter Three, Inc.'s EIN is 27-3631939.

EIN 27-3631939

Plan number 001

Plan year 2024

ACK ID 20250813102031NAL0010759456001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chapter Three, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chapter Three, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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