Chase Industries Inc. 401(k) Plan
Sponsored by Chase Industries, Inc. · EIN 311503085 · Plan #001
- Total assets
- $39.1M
- Net assets
- $39.1M
- Active participants
- 1,005
- With balances
- 1,230
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $169,838 |
| Valmark Advisers, Inc. | Investment advisory (plan), Consulting fees | $37,243 |