How big is Chaffe & Associates, Inc.'s plan?

Chaffe & Associates, Inc.'s plan reported $7.4M in assets and 16 participants for 2024.

Original filing (PDF)20250924130249NAL0008179472001

Chaffe & Associates, Inc.

Name: Chaffe & Associates, Inc. — Chaffe & Associates, Form 5500 (2024)
Creator: Chaffe & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chaffe & Associates, Inc. 401(k)

401(k) retirement plan · Chaffe & Associates, Inc.'s Chaffe & Associates, Inc. 401(k) held $7.4M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

Plan identifiers

Chaffe & Associates, Inc.'s EIN is 72-0953973.

EIN 72-0953973

Plan number 001

Plan year 2024

ACK ID 20250924130249NAL0008179472001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chaffe & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chaffe & Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

CHAFFE & ASSOCIATES, INC.

EIN

all filings

Address

201 ST. CHARLES AVENUE, SUITE 1410 · NEW ORLEANS, LA · 70170

Phone

(504) 524-1801

Industry

Professional & Technical Services

Plan administrator