How big is Challen Asset Management, LLC's plan?

Challen Asset Management, LLC's plan reported $2.0M in assets and 2 participants for 2025.

Original filing (PDF)20260427143443NAL0019453538001

Challen Asset Management, LLC

Name: Challen Asset Management, LLC — Challen Asset, Form 5500 (2025)
Creator: Challen Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Challen Asset Management LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Challen Asset Management, LLC's Challen Asset Management LLC 401(k) Profit Sharing Plan held $2.0M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

THAD McNulty signed Challen Asset Management, LLC's 2025 Form 5500 as plan administrator.

THAD McNulty — 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

Challen Asset Management, LLC's EIN is 46-2080989.

EIN 46-2080989

Plan number 002

Plan year 2025

ACK ID 20260427143443NAL0019453538001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Challen Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Challen Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHALLEN ASSET MANAGEMENT, LLC.

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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