· 2022–2024 · DOL EFAST2

CHAMBERLIN TAX ADVISORY GROUP, INC. — CHAMBERLIN TAX ADVISORY GROUP, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250729132718NAL0003357169001

CHAMBERLIN TAX ADVISORY GROUP, INC.

Form 5500-SF

FILING_RECEIVED

CHAMBERLIN TAX ADVISORY GROUP, INC. 401(K) PLAN

401(k) retirement plan

Active participants

17

Accounts w/ balance

22

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score

85

/ 100

Grade A

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

47

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAMBERLIN TAX ADVISORY GROUP, INC..

Plan sponsor

Name

CHAMBERLIN TAX ADVISORY GROUP, INC.

EIN

81-0585077

Address

12444 POWERSCOURT DRIVE · SUITE 100 · SAINT LOUIS, MO · 63131

Phone

(314) 909-1100

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-07-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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