How big is 3chopt Investment Partners LLC's plan?

3chopt Investment Partners LLC's plan reported $219K in assets and 12 participants for 2024.

Original filing (PDF)20250704071240NAL0001253537001

3chopt Investment Partners LLC

Name: 3chopt Investment Partners LLC — 3chopt Investment, Form 5500 (2024)
Creator: 3chopt Investment Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

3chopt Investment Partners 401(k) Plan

401(k) retirement plan · 3chopt Investment Partners LLC's 3chopt Investment Partners 401(k) Plan held $219K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$219K

Net assets (EOY)

$219K

People on this filing

Jayne Gaffney for TRPC signed 3chopt Investment Partners LLC's 2024 Form 5500 as plan administrator.

Jayne Gaffney for TRPC — 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

3chopt Investment Partners LLC's EIN is 87-4516207.

EIN 87-4516207

Plan number 001

Plan year 2024

ACK ID 20250704071240NAL0001253537001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 3chopt Investment Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

3chopt Investment Partners 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 3CHOPT INVESTMENT PARTNERS 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

Knocking points off