How big is Chambers Bay Wealth Management LLC's plan?

Chambers Bay Wealth Management LLC's plan reported $513K in assets and 5 participants for 2025.

Original filing (PDF)20260428220327NAL0005806019052

Chambers Bay Wealth Management LLC

Name: Chambers Bay Wealth Management LLC — Chambers Bay, Form 5500 (2025)
Creator: Chambers Bay Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chambers Bay Wealth Management 401(k) Plan

401(k) retirement plan · Chambers Bay Wealth Management LLC's Chambers Bay Wealth Management 401(k) Plan held $513K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$513K

Net assets (EOY)

$513K

People on this filing

Elantha Barry signed Chambers Bay Wealth Management LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Chambers Bay Wealth Management LLC's EIN is 87-3141944.

EIN 87-3141944

Plan number 001

Plan year 2025

ACK ID 20260428220327NAL0005806019052

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Chambers Bay Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Chambers Bay Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHAMBERS BAY WEALTH MANAGEMENT LLC.

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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