How big is The Chatfield Edge's plan?

The Chatfield Edge's plan reported $306K in assets and 3 participants for 2024.

Original filing (PDF)20250930141906NAL0013356016001

The Chatfield Edge

Name: The Chatfield Edge — The Chatfield Edge 401(k) Plan, Form 5500 (2024)
Creator: The Chatfield Edge
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Chatfield Edge 401(k) Plan

401(k) retirement plan · The Chatfield Edge's The Chatfield Edge 401(k) Plan held $306K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$306K

Net assets (EOY)

$306K

People on this filing

Robert Elmore signed The Chatfield Edge's 2024 Form 5500 as plan administrator.

Robert Elmore — 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

The Chatfield Edge's EIN is 31-0840764.

EIN 31-0840764

Plan number 001

Plan year 2024

ACK ID 20250930141906NAL0013356016001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Chatfield Edge from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Chatfield Edge's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CHATFIELD EDGE.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

THE CHATFIELD EDGE

EIN

all filings

Address

6361 BRANCH HILL GUINEA ROAD STE B · LOVELAND, OH · 45140

Phone

(513) 875-3344

Industry

Educational Services

Plan administrator