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CHAPTER 13 TRUSTEESHIP — CHAPTER 13 RETIREMENT PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260302121614NAL0000991713001
CHAPTER 13 TRUSTEESHIP
Form 5500-SF
FILING_RECEIVED
CHAPTER 13 RETIREMENT PLAN & TRUST
401(k) retirement plan
Active participants
12
Accounts w/ balance
18
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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
CHAPTER 13 TRUSTEESHIP
.
Find decision makers
Plan sponsor
Name
CHAPTER 13 TRUSTEESHIP
EIN
45-2688689
Address
80 BLUE RAVINE ROAD · SUITE 150 · FOLSOM, CA · 95630
Phone
(916) 856-8030
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2026-03-02
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
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$2.6M · 14 participants
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MONOTONE, INC. 401(K) PROFIT SHARING PLAN
$2.6M · 17 participants
TRACE CREEK CONSTRUCTION, INC.
TRACE CREEK CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN
$2.6M · 36 participants
CALDARA & SONS CONTRACTING INC.
CALDARA & SONS CONTRACTING INC. 401(K) PROFIT SHARING PLAN & TRUST
$2.6M · 12 participants
A J RECYCLING INC
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
AJ RECYCLING INC 401K PROFIT SHARING PLAN AND TRUST
$2.6M · 42 participants
NEUBERGER AND COMPANY, INC.
NEUBERGER AND COMPANY, INC. 401(K) PLAN
$2.6M · 4 participants
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$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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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
