Original filing (PDF)20250107194328NAL0016134336001

CHESTNUT HILL PARTNERS, LLC

Name: CHESTNUT HILL PARTNERS, LLC — CHESTNUT HILL PARTNERS, LLC PROFIT SHARING PLAN, Form 5500 (2023)
Creator: CHESTNUT HILL PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

CHESTNUT HILL PARTNERS, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 2

Late filing · 1.7 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$647K

Net assets (EOY)

$647K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.7 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CHESTNUT HILL PARTNERS, LLC

EIN

52-2137305all filings

Address

520 MADISON AVENUE 33RD FLOOR · NEW YORK, NY · 10022

Phone

(212) 687-3123

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-01-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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