How big is ZZ TERM - the Chipstone Foundation's plan?

ZZ TERM - the Chipstone Foundation's plan reported $2.9M in assets and 7 participants for 2024.

Original filing (PDF)20250812102021NAL0007157267001

ZZ TERM - the Chipstone Foundation

Name: ZZ TERM - the Chipstone Foundation — The Chipstone, Form 5500 (2024)
Creator: ZZ TERM - the Chipstone Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Chipstone Foundation Retirement Plan

403(b) retirement plan · ZZ TERM - the Chipstone Foundation's The Chipstone Foundation Retirement Plan held $2.9M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Jacquelyn Sarich signed ZZ TERM - the Chipstone Foundation's 2024 Form 5500 as plan administrator.

Jacquelyn Sarich — 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

ZZ TERM - the Chipstone Foundation's EIN is 39-6096593.

EIN 39-6096593

Plan number 001

Plan year 2024

ACK ID 20250812102021NAL0007157267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ZZ TERM - the Chipstone Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ZZ TERM - the Chipstone Foundation's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZZ TERM - THE CHIPSTONE FOUNDATION.

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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