CHEQUERS FINANCIAL MANAGEMENT RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
14
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score
85
/ 100
Grade A
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
49
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHEQUERS FINANCIAL MANAGEMENT, LLC.
Plan sponsor
Name
CHEQUERS FINANCIAL MANAGEMENT, LLC
EIN
47-3251554
Address
434 JACKSON STREET · SUITE A · SAN FRANCISCO, CA · 94111
