How big is Chicago-SOFT, Ltd.'s plan?

Chicago-SOFT, Ltd.'s plan reported $3.6M in assets and 3 participants for 2024.

Original filing (PDF)20250611083032NAL0026886096001

Chicago-SOFT, Ltd.

Name: Chicago-SOFT, Ltd. — Chicago-SOFT 401(k) Retirement, Form 5500 (2024)
Creator: Chicago-SOFT, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chicago-SOFT 401(k) Retirement Plan

401(k) retirement plan · Chicago-SOFT, Ltd.'s Chicago-SOFT 401(k) Retirement Plan held $3.6M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Jeremy Walla signed Chicago-SOFT, Ltd.'s 2024 Form 5500 as plan administrator.

Jeremy Walla — 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

Chicago-SOFT, Ltd.'s EIN is 36-3224053.

EIN 36-3224053

Plan number 003

Plan year 2024

ACK ID 20250611083032NAL0026886096001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chicago-SOFT, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chicago-SOFT, Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHICAGO-SOFT, LTD..

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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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

CHICAGO-SOFT, LTD.

EIN

all filings

Address

2456 CHRISTIAN ST. #U1 · WHITE RIVER, VT · 05001

Phone

(802) 281-6766

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator