How big is Chapin Davis, Inc.'s plan?

Chapin Davis, Inc.'s plan reported $4.9M in assets and 18 participants for 2025.

Original filing (PDF)20260513140311NAL0007552257001

Chapin Davis, Inc.

Name: Chapin Davis, Inc. — Chapin Davis, Inc. 401(k), Form 5500 (2025)
Creator: Chapin Davis, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chapin Davis, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Chapin Davis, Inc.'s Chapin Davis, Inc. 401(k) Profit Sharing Plan and Trust held $4.9M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Stephanie Truant signed Chapin Davis, Inc.'s 2025 Form 5500 as plan administrator.

Stephanie Truant — 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

Chapin Davis, Inc.'s EIN is 52-1715615.

EIN 52-1715615

Plan number 001

Plan year 2025

ACK ID 20260513140311NAL0007552257001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Chapin Davis, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Chapin Davis, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHAPIN DAVIS, INC..

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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