Original filing (PDF)20250923170456NAL0007647104001

CHICO WEALTH, INC.

Name: CHICO WEALTH, INC. — CHICO WEALTH, INC. DBA THE ODONNELL GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CHICO WEALTH, INC.

Form 5500-SF

FILING_RECEIVED

CHICO WEALTH, INC. DBA THE ODONNELL GROUP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHICO WEALTH, INC..

Plan sponsor

Name

CHICO WEALTH, INC.

DBA

THE O'DONNEL GROUP

EIN

46-4214305

Address

555 MAIN STREET · SUITE 400 · CHICO, CA · 95928

Phone

(530) 564-0960

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

COURTSIDE VENTURES MANAGEMENT

COURTSIDE 401(K) PLAN

$1.2M · 5 participants

SULLIVAN & ASSOCIATES, LTD

SULLIVAN & ASSOCIATES, LTD 401K

$1.2M · 6 participants

STONEBRIDGE FINANCIAL GROUP, LLC

STONEBRIDGE FINANCIAL GROUP, LLC CASH BALANCE PLAN

$1.2M · 20 participants

STORMTACK, LLC

STORMTACK, LLC - 401(K)

$1.2M · 10 participants

SELECTIVE WEALTH MANAGEMENT

SELECTIVE WEALTH MANAGEMENT 401(K) PLAN

$1.2M · 10 participants