PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. D.F. Chase, Inc. D/B/a Chase Construction Group
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

D.F. Chase, Inc. D/B/a Chase Construction Group

EIN 62-1298273-Construction-Latest filing 2025
Plans
2
Retirement
2
$108.5M assets
Health & Benefits
0
Participants
153
3001 ARMORY DRIVE SUITE 100 - NASHVILLE, TN 37204615-777-5900
Plans on this EIN
2 filings
#003ESOP-$97.9M - 83 part#001401(k)-$10.7M - 70 part

Retirement portfolio analytics

2 plans aggregated / $108.5M assets / 153 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#003)$97.9M
  • CONSTRUCTION GROUP 401(K) (#001)$10.7M
Total $108.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)83
  • CONSTRUCTION GROUP 401(K) (#001)70
Total 153Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

THE CHASE CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$97.9M
Participants83
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

DF CHASE, INC. DBA CHASE CONSTRUCTION GROUP 401(K) PLAN

401(k)

Assets$10.7M
Participants70
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003THE CHASE CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLANESOP$97.9M832025
#001DF CHASE, INC. DBA CHASE CONSTRUCTION GROUP 401(K) PLAN401(k)$10.7M702025
  • THE CHASE CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN$97.9M
    #003 · ESOP · 202583
  • DF CHASE, INC. DBA CHASE CONSTRUCTION GROUP 401(K) PLAN$10.7M
    #001 · 401(k) · 202570
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica