How big is Chaney and Associates' plan?

Chaney and Associates' plan reported $20K in assets and 2 participants for 2024.

Original filing (PDF)20251009154952NAL0015983522001

Chaney and Associates

Name: Chaney and Associates — Chaney and Associates 401(k), Form 5500 (2024)
Creator: Chaney and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chaney and Associates 401(k) Plan

401(k) retirement plan · Chaney and Associates' Chaney and Associates 401(k) Plan held $20K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

People on this filing

Richard Tatum signed Chaney and Associates' 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Chaney and Associates' EIN is 87-4779801.

EIN 87-4779801

Plan number 001

Plan year 2024

ACK ID 20251009154952NAL0015983522001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chaney and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chaney and Associates' plan includes 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 CHANEY AND ASSOCIATES.

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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