THOMA CAPITAL MANAGEMENT, LLC DBA CHESAPEAKE FINANCIAL ADVISORS — CHESAPEAKE FINANCIAL ADVISORS 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
THOMA CAPITAL MANAGEMENT, LLC DBA CHESAPEAKE FINANCIAL ADVISORS
Form 5500-SF
FILING_RECEIVED
CHESAPEAKE FINANCIAL ADVISORS 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
10
Accounts w/ balance
13
Plan assets (EOY)
$735K
Net assets (EOY)
$735K
Plan health score
94
/ 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
78
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMA CAPITAL MANAGEMENT, LLC DBA CHESAPEAKE FINANCIAL ADVISORS.
Plan sponsor
Name
THOMA CAPITAL MANAGEMENT, LLC DBA CHESAPEAKE FINANCIAL ADVISORS
EIN
52-2153736
Address
401 JEFFERSON AVENUE · TOWSON, MD · 21286
Phone
(410) 823-5442
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
