How big is Chase Home's plan?

Chase Home's plan reported $130K in assets and 30 participants for 2024.

Original filing (PDF)20250715105523NAL0001246787001

Chase Home

Name: Chase Home — Chase Home 401(k) Profit Sharing Plan &, Form 5500 (2024)
Creator: Chase Home
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chase Home 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Chase Home's Chase Home 401(k) Profit Sharing Plan & Trust held $130K in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$130K

Net assets (EOY)

$130K

People on this filing

Edward Rojas signed Chase Home's 2024 Form 5500 as plan administrator.

Edward Rojas — 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 Home's EIN is 82-3657987.

EIN 82-3657987

Plan number 001

Plan year 2024

ACK ID 20250715105523NAL0001246787001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Chase Home'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 CHASE HOME.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

CHASE HOME

EIN

all filings

Address

698 MIDDLE STREET · PORTSMOUTH, NH · 03801

Phone

(603) 436-2216

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator