How big is CHP Financial's plan?

CHP Financial's plan reported $806K in assets and 2 participants for 2024.

Original filing (PDF)20250611160724NAL0026221184001

CHP Financial

Name: CHP Financial — CHP Financial 401(k) Plan, Form 5500 (2024)
Creator: CHP Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CHP Financial 401(k) Plan

401(k) retirement plan · CHP Financial's CHP Financial 401(k) Plan held $806K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$806K

Net assets (EOY)

$806K

People on this filing

Joshua Howard signed CHP Financial's 2024 Form 5500 as plan administrator.

Joshua Howard — 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

CHP Financial's EIN is 85-3598685.

EIN 85-3598685

Plan number 001

Plan year 2024

ACK ID 20250611160724NAL0026221184001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CHP Financial's plan includes profit-sharing, 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 CHP FINANCIAL.

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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 average account balance (99th percentile).

Plan sponsor

Name

CHP FINANCIAL

EIN

all filings

Address

225 S 6TH ST · STE 4500 · MINNEAPOLIS, MN · 55402

Phone

(612) 758-7632

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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