Original filing (PDF)20250509105918NAL0029723186001

CHUBBUCK DUNCAN & ROBEY, P.C.

Name: CHUBBUCK DUNCAN & ROBEY, P.C. — CHUBBUCK DUNCAN & ROBEY, P.C. 401K PLAN AND TRUST, Form 5500 (2024)
Creator: CHUBBUCK DUNCAN & ROBEY, P.C.

Form 5500-SF

FILING_RECEIVED

CHUBBUCK DUNCAN & ROBEY, P.C. 401K PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$484K

Net assets (EOY)

$484K

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHUBBUCK DUNCAN & ROBEY, P.C..

Plan sponsor

Name

CHUBBUCK DUNCAN & ROBEY, P.C.

EIN

45-4845721

Address

1329 CLASSEN DR · OKLAHOMA CITY, OK · 73103

Phone

(405) 236-8282

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