How big is Chapman & Roberts, P.A.'s plan?

Chapman & Roberts, P.A.'s plan reported $967K in assets and 11 participants for 2024.

Original filing (PDF)20260202161525NAL0001562625001

Chapman & Roberts, P.A.

Name: Chapman & Roberts, P.A. — Chapman & Roberts 401(k), Form 5500 (2024)
Creator: Chapman & Roberts, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chapman & Roberts 401(k) Plan

401(k) retirement plan · Chapman & Roberts, P.A.'s Chapman & Roberts 401(k) Plan held $967K in plan assets for 11 participants in 2024.

Signals · 1

Late filing · 2.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$967K

Net assets (EOY)

$967K

People on this filing

Kelsey Webber signed Chapman & Roberts, P.A.'s 2024 Form 5500 as plan administrator.

Kelsey Webber — 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

Chapman & Roberts, P.A.'s EIN is 86-1468649.

EIN 86-1468649

Plan number 001

Plan year 2024

ACK ID 20260202161525NAL0001562625001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chapman & Roberts, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chapman & Roberts, P.A.'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 CHAPMAN & ROBERTS, P.A..

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.5 months past the 10.5-month grace window.

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 (86th percentile).

Plan sponsor

Name

CHAPMAN & ROBERTS, P.A.

EIN

all filings

Address

403-A N ELM ST · GREENSBORO, NC · 274012112

Phone

(336) 334-0034

Industry

Law Offices· Professional & Technical Services

Plan administrator