How big is Gracie, Chase, Avery, LLC's plan?

Gracie, Chase, Avery, LLC's plan reported $265K in assets and 25 participants for 2025.

Original filing (PDF)20260423220250NAL0002758675100

Gracie, Chase, Avery, LLC

Name: Gracie, Chase, Avery, LLC — Gracie, Chase, Avery, Form 5500 (2025)
Creator: Gracie, Chase, Avery, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gracie, Chase, Avery, LLC 401(k) Plan

401(k) retirement plan · Gracie, Chase, Avery, LLC's Gracie, Chase, Avery, LLC 401(k) Plan held $265K in plan assets for 25 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$265K

Net assets (EOY)

$265K

Plan identifiers

Gracie, Chase, Avery, LLC's EIN is 82-2002447.

EIN 82-2002447

Plan number 001

Plan year 2025

ACK ID 20260423220250NAL0002758675100

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Gracie, Chase, Avery, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRACIE, CHASE, AVERY, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score