How big is Chase Oaks LLC's plan?

Chase Oaks LLC's plan reported $179K in assets and 7 participants for 2025.

Original filing (PDF)20260511075929NAL0005126803001

Chase Oaks LLC

Name: Chase Oaks LLC — Chase Oaks LLC 401(k) Profit, Form 5500 (2025)
Creator: Chase Oaks LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chase Oaks LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Chase Oaks LLC's Chase Oaks LLC 401(k) Profit Sharing Plan & Trust held $179K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$179K

Net assets (EOY)

$179K

Plan identifiers

Chase Oaks LLC's EIN is 83-0943791.

EIN 83-0943791

Plan number 001

Plan year 2025

ACK ID 20260511075929NAL0005126803001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Chase Oaks 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

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