How big is Chase Collegiate Education LLC's plan?

Chase Collegiate Education LLC's plan reported $375K in assets and 79 participants for 2023.

Original filing (PDF)20241015104033NAL0055618994001

Chase Collegiate Education LLC

Name: Chase Collegiate Education LLC — Chase Collegiate, Form 5500 (2023)
Creator: Chase Collegiate Education LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chase Collegiate Education LLC 401(k) Plan

401(k) retirement plan · Chase Collegiate Education LLC's Chase Collegiate Education LLC 401(k) Plan held $375K in plan assets for 79 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$375K

Net assets (EOY)

$375K

People on this filing

Fredrick P WAID signed Chase Collegiate Education LLC's 2023 Form 5500 as plan administrator.

Fredrick P WAID — 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 Collegiate Education LLC's EIN is 82-2343031.

EIN 82-2343031

Plan number 001

Plan year 2023

ACK ID 20241015104033NAL0055618994001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Chase Collegiate Education LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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