How big is The Chase Group, LLC's plan?

The Chase Group, LLC's plan reported $3.0M in assets and 14 participants for 2024.

Original filing (PDF)20250722143333NAL0001435731001

The Chase Group, LLC

Name: The Chase Group, LLC — The Chase Group, LLC Profit, Form 5500 (2024)
Creator: The Chase Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Chase Group, LLC Profit Sharing Plan

401(k) retirement plan · The Chase Group, LLC's The Chase Group, LLC Profit Sharing Plan held $3.0M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

The Chase Group, LLC's EIN is 36-3999351.

EIN 36-3999351

Plan number 002

Plan year 2024

ACK ID 20250722143333NAL0001435731001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Chase Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Chase Group, LLC'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 CHASE GROUP, LLC.

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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