Original filing (PDF)20241028101334NAL0003639969001

CHI-RHO FINANCIAL LLC

Name: CHI-RHO FINANCIAL LLC — CHI-RHO FINANCIAL LLC GCF BENEFIT PLAN, Form 5500 (2023)
Creator: CHI-RHO FINANCIAL LLC

Form 5500-SF

FILING_RECEIVED

CHI-RHO FINANCIAL LLC GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHI-RHO FINANCIAL LLC.

Plan sponsor

Name

CHI-RHO FINANCIAL LLC

EIN

58-2523440

Address

3295 RIVER EXCHANGE DR · SUITE 400 · PEACHTREE CORNERS, GA · 30092

Phone

(678) 731-0032

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-04-01

Tax period

2024-03-31

Filed

2024-10-28

Welfare benefit codes

4A · Health (other than dental or vision)

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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