How big is Chickasaw Capital Management, LLC's plan?

Chickasaw Capital Management, LLC's plan reported $8.6M in assets and 18 participants for 2024.

Original filing (PDF)20250926102916NAL0010764736001

Chickasaw Capital Management, LLC

Name: Chickasaw Capital Management, LLC — Chickasaw, Form 5500 (2024)
Creator: Chickasaw Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chickasaw Capital Management, LLC 401(k) Retirement Plan

401(k) retirement plan · Chickasaw Capital Management, LLC's Chickasaw Capital Management, LLC 401(k) Retirement Plan held $8.6M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

Plan identifiers

Chickasaw Capital Management, LLC's EIN is 47-0921032.

EIN 47-0921032

Plan number 001

Plan year 2024

ACK ID 20250926102916NAL0010764736001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chickasaw Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chickasaw Capital Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHICKASAW CAPITAL 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