How big is Chaney & Associates, Inc.'s plan?

Chaney & Associates, Inc.'s plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20251010125439NAL0004623299001

Chaney & Associates, Inc.

Name: Chaney & Associates, Inc. — CAI 401(k) Plan, Form 5500 (2024)
Creator: Chaney & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CAI 401(k) Plan

401(k) retirement plan · Chaney & Associates, Inc.'s CAI 401(k) Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Chaney & Associates, Inc.'s EIN is 52-1955601.

EIN 52-1955601

Plan number 001

Plan year 2024

ACK ID 20251010125439NAL0004623299001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chaney & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

CHANEY & ASSOCIATES, INC.

EIN

all filings

Address

8508 WHITE POST COURT · POTOMAC, MD · 20854

Phone

(301) 365-1285

Industry

Real Estate

Plan administrator