How big is Chatford Capital LLC's plan?

Chatford Capital LLC's plan reported $6K in assets and 3 participants for 2024.

Original filing (PDF)20251009104008NAL0015282914001

Chatford Capital LLC

Name: Chatford Capital LLC — Form 5500 (2024)
Creator: Chatford Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Chatford Capital LLC held $6K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

Plan identifiers

Chatford Capital LLC's EIN is 86-2230798.

EIN 86-2230798

Plan number 001

Plan year 2024

ACK ID 20251009104008NAL0015282914001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Chatford Capital LLC'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 CHATFORD CAPITAL LLC.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CHATFORD CAPITAL LLC

EIN

all filings

Address

6901 CHATFORD LANE · CHARLOTTE, NC · 28210

Phone

(757) 600-5838

Industry

Finance & Insurance

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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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