· 2022–2024 · DOL EFAST2

CHAGRIN VALLEY ATHLETIC CLUB, INC. — CHAGRIN VALLEY ATHLETIC CLUB, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250314100046NAL0022151697001

CHAGRIN VALLEY ATHLETIC CLUB, INC.

Form 5500-SF

FILING_RECEIVED

CHAGRIN VALLEY ATHLETIC CLUB, INC. 401(K) PLAN

401(k) retirement plan

Active participants

22

Accounts w/ balance

15

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score

77

/ 100

Grade B

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

100

Total plan cost

n/a

Plan health

18

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAGRIN VALLEY ATHLETIC CLUB, INC..

Plan sponsor

Name

CHAGRIN VALLEY ATHLETIC CLUB, INC.

EIN

34-1696491

Address

17260 SNYDER ROAD · CHAGRIN FALLS, OH · 440232722

Phone

(440) 543-5141

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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 Arts, Entertainment, Recreation plans

BRAD KESELOWSKI INC.

BRAD KESELOWSKI INC. 401(K) PLAN

$1.0M · 10 participants

SIERRA VIEW COUNTRY CLUB

SIERRA VIEW COUNTRY CLUB 401K PLAN

$1.0M · 40 participants

THE BRIDGEWATER CLUB LLC

THE BRIDGEWATER CLUB LLC 401K PSP AND TRUST

$1.0M · 198 participants

PELICAN ATHLETIC CLUB L. L. C.

PELICAN ATHLETIC CLUB L. L. C. 401K PLAN

$1.0M · 14 participants

YORK COUNTY AGRICULTURAL SOCIETY

YORK COUNTY AGRICULTURAL SOCIETY 401(K) PLAN