How big is Chase Sheridan Group LLC's plan?

Chase Sheridan Group LLC's plan reported $1.6M in assets and 5 participants for 2024.

Original filing (PDF)20250912105656NAL0000901505001

Chase Sheridan Group LLC

Name: Chase Sheridan Group LLC — Dodds & EDER 401(k) Plan, Form 5500 (2024)
Creator: Chase Sheridan Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dodds & EDER 401(k) Plan

401(k) retirement plan · Chase Sheridan Group LLC's Dodds & EDER 401(k) Plan held $1.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Chase Sheridan Group LLC's EIN is 83-1925083.

EIN 83-1925083

Plan number 001

Plan year 2024

ACK ID 20250912105656NAL0000901505001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Chase Sheridan Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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

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 (91st percentile).

Plan sponsor

Name

CHASE SHERIDAN GROUP LLC

EIN

all filings

Address

193 SOUTH STREET · OYSTER BAY, NY · 11771

Phone

(516) 922-4412

Industry

Retail Trade

Plan administrator