How big is CCHI RE LLC's plan?

CCHI RE LLC's plan reported $6K in assets and 3 participants for 2024.

Original filing (PDF)20250716090200NAL0002959457001

CCHI RE LLC

Name: CCHI RE LLC — CCHI RE 401(k) Plan, Form 5500 (2024)
Creator: CCHI RE LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CCHI RE 401(k) Plan

401(k) retirement plan · CCHI RE LLC's CCHI RE 401(k) Plan held $6K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

People on this filing

Shirley Horner signed CCHI RE LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

CCHI RE LLC's EIN is 81-1847304.

EIN 81-1847304

Plan number 001

Plan year 2024

ACK ID 20250716090200NAL0002959457001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CCHI RE LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CCHI RE LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CCHI RE LLC

EIN

all filings

Address

505 14TH ST · SUITE 900 · OAKLAND, CA · 94612

Phone

(415) 288-4126

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-07-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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