How big is Chase Retirement LLC's plan?

Chase Retirement LLC's plan reported $1.6M in assets and 2 participants for 2024.

Original filing (PDF)20251015084655NAL0004108001001

Chase Retirement LLC

Name: Chase Retirement LLC — BUDS Service Employees', Form 5500 (2024)
Creator: Chase Retirement LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BUDS Service Employees' Pension Plan

Defined-benefit pension plan · Chase Retirement LLC's BUDS Service Employees' Pension Plan held $1.6M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Steven Vickery signed Chase Retirement LLC's 2024 Form 5500 as plan administrator.

Steven Vickery — 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

Chase Retirement LLC's EIN is 81-2145572.

EIN 81-2145572

Plan number 001

Plan year 2024

ACK ID 20251015084655NAL0004108001001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Chase Retirement LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHASE RETIREMENT LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score