Original filing (PDF)20250712083411NAL0019019346001

CHI PHI EDUCATIONAL TRUST

Name: CHI PHI EDUCATIONAL TRUST — CHI PHI EDUCATIONAL TRUST 401K PLAN, Form 5500 (2024)
Creator: CHI PHI EDUCATIONAL TRUST

Form 5500-SF

FILING_RECEIVED

CHI PHI EDUCATIONAL TRUST 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHI PHI EDUCATIONAL TRUST.

Plan sponsor

Name

CHI PHI EDUCATIONAL TRUST

EIN

58-6035103

Address

PMB 389 · 885 WOODSTOCK ROAD SUITE 430 · ROSWELL, GA · 30075

Phone

(404) 231-1824

Industry

Other Services (ex. Public Admin)see 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

2025-07-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

EAST HADDAM FISHING AND GAME CLUB, INC

EAST HADDAM FISHING AND GAME CLUB, INC 401K PLAN

$15K · 1 participants

LEADERSHIP, LEGACY, LIFE FOUNDATION

LEADERSHIP, LEGACY, LIFE FOUNDATION 401K PLAN

$4K · 5 participants

L3 ORGANIZATION

L3 ORGANIZATION 401K PLAN

$2K · 5 participants

URBAN YOUTH ALLIANCE INTERNATIONAL, INC.

URBAN YOUTH ALLIANCE INTERNATIONAL, INC. BENEFIT PLAN

— · 153 participants

THE CENTER FOR NEUROLOGICAL AND NEURODEVELOPMENT