How big is Chimney Specialists, Inc.'s plan?

Chimney Specialists, Inc.'s plan reported $565K in assets and 8 participants for 2024.

Original filing (PDF)20250630115153NAL0006589699001

Chimney Specialists, Inc.

Name: Chimney Specialists, Inc. — Chimney Specialists, Form 5500 (2024)
Creator: Chimney Specialists, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chimney Specialists, Inc. Profit Sharing Plan

401(k) retirement plan · Chimney Specialists, Inc.'s Chimney Specialists, Inc. Profit Sharing Plan held $565K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$565K

Net assets (EOY)

$565K

Plan identifiers

Chimney Specialists, Inc.'s EIN is 39-1552379.

EIN 39-1552379

Plan number 001

Plan year 2024

ACK ID 20250630115153NAL0006589699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chimney Specialists, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chimney Specialists, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CHIMNEY SPECIALISTS, INC.

EIN

all filings

Address

869 N. MAIN STREET · HIGHLAND, WI · 535439719

Phone

(608) 929-4887

Industry

Construction

Plan administrator