· 2022–2024 · DOL EFAST2

CHAUCER GLOBAL CONSULTING LLC — CHAUCER GLOBAL CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRU, Form 5500 (2023)

Original filing (PDF)20241003094924NAL0017454144001

CHAUCER GLOBAL CONSULTING LLC

Form 5500-SF

FILING_RECEIVED

CHAUCER GLOBAL CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRU

401(k) retirement plan

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

2

Plan assets (EOY)

$368K

Net assets (EOY)

$368K

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

71

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CHAUCER GLOBAL CONSULTING LLC

EIN

46-5048936all filings

Address

3209 RUSTIC RIVER CV, · AUSTIN, TX · 78746

Phone

(512) 745-7347

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FINANCIAL INSTITUTION INFORMAT

FINANCIAL INSTITUTION INFORMAT 401(K) PROFIT SHARING PLAN & TRUST

$368K · 14 participants

JSWI, LLC 401(K) PROFIT SHARING PLAN

$368K · 5 participants

44 NORTH CAPITAL, LLC

44 NORTH CAPITAL 401(K) PLAN

$368K · 3 participants

ELLEN DEAN FINANCIAL SERVICES, PLLC

ELLEN DEAN FINANCIAL SERVICES, PLLC PROFIT SHARING PLAN

$368K · 3 participants

TRC ADVISORY & WEALTH MANAGEMENT, LLC

TRC ADVISORY & WEALTH MANAGEMENT, LLC 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.