Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAN CHAPMAN & ASSOCIATES, LLC
EIN 26-4781784law practiceLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
19
P.O. BOX 1343 - CONYERS, GA 300121343770-918-1100danchapmanlaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 19 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DAN CHAPMAN & ASSOCIATES, LLC CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAN CHAPMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$585K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAN CHAPMAN & ASSOCIATES, LLC CASH BALANCE PLAN | CashBalance | $1.7M | 10 | 2024 | |
| 002 | DAN CHAPMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | 401k | $585K | 9 | 2024 |
Retirement plans