How big is Stratford Chase Equities' plan?

Stratford Chase Equities' plan reported $4K in assets and 4 participants for 2023.

Original filing (PDF)20250327132747NAL0026555952001

Stratford Chase Equities

Name: Stratford Chase Equities — Stratford Chase Equities, Form 5500 (2023)
Creator: Stratford Chase Equities
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stratford Chase Equities SOCA Benefit Plan

Health & welfare plan · Stratford Chase Equities' Stratford Chase Equities SOCA Benefit Plan held $4K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

People on this filing

Matt Appenzeller signed Stratford Chase Equities' 2023 Form 5500 as plan administrator.

Matt Appenzeller — 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

Stratford Chase Equities' EIN is 87-2911039.

EIN 87-2911039

Plan number 501

Plan year 2023

ACK ID 20250327132747NAL0026555952001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Stratford Chase Equities from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Stratford Chase Equities' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STRATFORD CHASE EQUITIES.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score