Original filing (PDF)20250725100538NAL0006483121003

JAMES L. CHASE & ASSOCIATES, P.L.C.

Name: JAMES L. CHASE & ASSOCIATES, P.L.C. — JAMES L. CHASE & ASSOCIATES, P.L.C. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: JAMES L. CHASE & ASSOCIATES, P.L.C.

Form 5500-SF

FILING_RECEIVED

JAMES L. CHASE & ASSOCIATES, P.L.C. 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES L. CHASE & ASSOCIATES, P.L.C..

Plan sponsor

Name

JAMES L. CHASE & ASSOCIATES, P.L.C.

EIN

59-2831673

Address

101 EAST GOVERNMENT STREET · PENSACOLA, FL · 32502

Phone

(850) 434-3601

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator