How big is Chuck Waugh, CLU, CHFC's plan?

Chuck Waugh, CLU, CHFC's plan reported $974K in assets and 5 participants for 2024.

Original filing (PDF)20250828160639NAL0018240368001

Chuck Waugh, CLU, CHFC

Name: Chuck Waugh, CLU, CHFC — WLAS 401(k) Plan, Form 5500 (2024)
Creator: Chuck Waugh, CLU, CHFC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WLAS 401(k) Plan

401(k) retirement plan · Chuck Waugh, CLU, CHFC's WLAS 401(k) Plan held $974K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$974K

Net assets (EOY)

$974K

Plan identifiers

Chuck Waugh, CLU, CHFC's EIN is 73-1505569.

EIN 73-1505569

Plan number 001

Plan year 2024

ACK ID 20250828160639NAL0018240368001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chuck Waugh, CLU, CHFC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chuck Waugh, CLU, CHFC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHUCK WAUGH, CLU, CHFC.

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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