How big is Chortek LLP's plan?

Chortek LLP's plan reported $11.4M in assets and 53 participants for 2025.

Original filing (PDF)20260401095607NAL0001683826001

Chortek LLP

Name: Chortek LLP — Chortek LLP 401(k) Plan, Form 5500 (2025)
Creator: Chortek LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chortek LLP 401(k) Plan

401(k) retirement plan · Chortek LLP's Chortek LLP 401(k) Plan held $11.4M in plan assets for 53 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.4M

Plan identifiers

Chortek LLP's EIN is 42-0993792.

EIN 42-0993792

Plan number 001

Plan year 2025

ACK ID 20260401095607NAL0001683826001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Chortek LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Chortek LLP'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 CHORTEK LLP.

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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.

Plan sponsor

Name

CHORTEK LLP

EIN

all filings

Address

N19W24133 RIVERWOOD DRIVE · SUITE 305 · WAUKESHA, WI · 53188

Phone

(262) 522-8227

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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