How big is Stephen Chelbay Co's plan?

Stephen Chelbay Co's plan reported $7.3M in assets and 53 participants for 2025.

Original filing (PDF)20260303145758NAL0005545154001

Stephen Chelbay Co

Name: Stephen Chelbay Co — Stephen Chelbay Company 401(k), Form 5500 (2025)
Creator: Stephen Chelbay Co
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen Chelbay Company 401(k) Plan

401(k) retirement plan · Stephen Chelbay Co's Stephen Chelbay Company 401(k) Plan held $7.3M in plan assets for 53 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

People on this filing

Judith Sargent signed Stephen Chelbay Co's 2025 Form 5500 as plan administrator.

Judith Sargent — 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

Stephen Chelbay Co's EIN is 94-1750014.

EIN 94-1750014

Plan number 002

Plan year 2025

ACK ID 20260303145758NAL0005545154001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stephen Chelbay Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stephen Chelbay Co'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 STEPHEN CHELBAY CO.

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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