· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHAPPELL ELECTRIC, INC. — CHAPPELL ELECTRIC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250416221014NAL0000460784001
CHAPPELL ELECTRIC, INC.
Form 5500-SF
FILING_RECEIVED
CHAPPELL ELECTRIC 401(K) PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
19
Plan assets (EOY)
$261K
Net assets (EOY)
$261K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHAPPELL ELECTRIC, INC.
.
Find decision makers
Plan sponsor
Name
CHAPPELL ELECTRIC, INC.
EIN
38-4284841
Address
2040 ALAMEDA PADRE SERRA · UNIT 106 · SANTA BARBARA, CA · 93103
Phone
(805) 705-3499
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
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 Admin Support & Waste Mgmt plans
STRIA, LLC
STRIA, LLC 401(K) PLAN
$261K · 51 participants
VITA FORTE INC
VITA FORTE INC 401(K) PROFIT SHARING PLAN & TRUST
$260K · 3 participants
HRESSENTIALS INC.
HRESSENTIALS 401(K) PLAN FBO EX NOVO
$261K · 60 participants
VALLEY EAST BUILDING MANAGEMENT
VALLEY EAST BUILDING MANAGEMENT 401(K) PLAN
$261K · 28 participants
THE ROSE FINANCIAL GROUP, LLC
THE ROSE FINANCIAL GROUP, LLC 401K PLAN
$260K · 14 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FLORIDA LEADERSHIP VENTURES IN
FLORIDA LEADERSHIP VENTURES IN 401(K) PROFIT SHARING PLAN & TRUST
$262K · 24 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
