How big is Chalk Hill Special Utility DIS.'s plan?

Chalk Hill Special Utility DIS.'s plan reported $830K in assets and 5 participants for 2024.

Original filing (PDF)20251023101044NAL0003728336001

Chalk Hill Special Utility DIS.

Name: Chalk Hill Special Utility DIS. — Chalk Hill Special, Form 5500 (2024)
Creator: Chalk Hill Special Utility DIS.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chalk Hill Special Utility DIS. Pension Plan

Defined-contribution retirement plan · Chalk Hill Special Utility DIS.'s Chalk Hill Special Utility DIS. Pension Plan held $830K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$830K

Net assets (EOY)

$830K

People on this filing

Rhonda Shaw signed Chalk Hill Special Utility DIS.'s 2024 Form 5500 as plan administrator.

Rhonda Shaw — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Chalk Hill Special Utility DIS.'s EIN is 75-1819018.

EIN 75-1819018

Plan number 001

Plan year 2024

ACK ID 20251023101044NAL0003728336001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chalk Hill Special Utility DIS. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chalk Hill Special Utility DIS.'s plan includes money-purchase contributions, 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 average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

CHALK HILL SPECIAL UTILITY DIS.

EIN

all filings

Address

16076 FM 1716 EAST · HENDERSON, TX · 75652

Phone

(903) 643-2927

Industry

Utilities

Plan administrator