How big is Chalice Capital Inc.'s plan?

Chalice Capital Inc.'s plan reported $12K in assets and 23 participants for 2024.

Original filing (PDF)20250718150819NAL0002028129001

Chalice Capital Inc.

Name: Chalice Capital Inc. — Chalice Capitol Inc. 401(k), Form 5500 (2024)
Creator: Chalice Capital Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chalice Capitol Inc. 401(k) Plan

401(k) retirement plan · Chalice Capital Inc.'s Chalice Capitol Inc. 401(k) Plan held $12K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

Shirley Horner signed Chalice Capital Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Chalice Capital Inc.'s EIN is 92-2930539.

EIN 92-2930539

Plan number 001

Plan year 2024

ACK ID 20250718150819NAL0002028129001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Chalice Capital Inc.'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 CHALICE CAPITAL INC.

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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