· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CALIFORNIA-HAWAII ELKS MAJOR PROJECT, INC. — THE CHEMPI PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250918121113NAL0001497232001
CALIFORNIA-HAWAII ELKS MAJOR PROJECT, INC.
Form 5500-SF
FILING_RECEIVED
THE CHEMPI PENSION PLAN
Defined-contribution retirement plan
Active participants
32
Accounts w/ balance
42
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CALIFORNIA-HAWAII ELKS MAJOR PROJECT, INC.
.
Find decision makers
Plan sponsor
Name
CALIFORNIA-HAWAII ELKS MAJOR PROJECT, INC.
EIN
95-1919366
Address
5450 EAST LAMONA AVENUE · FRESNO, CA · 93727
Phone
(559) 255-4531
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-09-18
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
MARYLAND ASSOCIATION OF NONPROFIT ORGANIZATIONS, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF MARYLAND ASSOCIATION OF NONPROFIT ORGANIZATIONS, INC.
$3.7M · 35 participants
CHRISTIAN ADVOCATES SERVING EVANGELISM, INC.
C.A.S.E. PENSION PLAN
$3.7M · 9 participants
CONSUMER WATCHDOG
403(B) THRIFT PLAN OF CONSUMER WATCHDOG
$3.7M · 18 participants
CHRISTIAN COMMUNITY FOUNDATION
WATERSTONE 403(B) RETIREMENT PLAN
$3.7M · 20 participants
NATIONAL FOREIGN TRADE COUNCIL
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NATIONAL FOREIGN TRADE COUNCIL 401(K) PLAN
$3.7M · 11 participants
INSTITUTE FOR ENERGY RESEARCH
INSTITUTE FOR ENERGY RESEARCH 401(K) PLAN
$3.7M · 11 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
