How big is Chaddock Enterprises, LLC DBA Envisage Wealth's plan?

Chaddock Enterprises, LLC DBA Envisage Wealth's plan reported $9.7M in assets and 55 participants for 2024.

Original filing (PDF)20250710083742NAL0003928883001

Chaddock Enterprises, LLC DBA Envisage Wealth

Name: Chaddock Enterprises, LLC DBA Envisage Wealth — Form 5500 Plan 001 (2024)
Creator: Chaddock Enterprises, LLC DBA Envisage Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chaddock Enterprises, LLC DBA Envisage Wealth 401(k) Profit Sharing Plan

401(k) retirement plan · Chaddock Enterprises, LLC DBA Envisage Wealth's Chaddock Enterprises, LLC DBA Envisage Wealth 401(k) Profit Sharing Plan held $9.7M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

People on this filing

Anthony Warren signed Chaddock Enterprises, LLC DBA Envisage Wealth's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Chaddock Enterprises, LLC DBA Envisage Wealth's EIN is 32-0249319.

EIN 32-0249319

Plan number 001

Plan year 2024

ACK ID 20250710083742NAL0003928883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chaddock Enterprises, LLC DBA Envisage Wealth from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chaddock Enterprises, LLC DBA Envisage Wealth'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 CHADDOCK ENTERPRISES, LLC DBA ENVISAGE WEALTH.

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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