Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
CHAPMAN & ROTH LLC
EIN 83-0338203Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
6
1355 S. COLORADO BLVD., SUITE 600 - DENVER, CO 80222
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 6 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
EMPLOYEES PROFIT SHARING PLAN AND TRUST OF CHAPMAN KLEIN & ASSOCIATES PC
401k
Assets$1.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EMPLOYEES PENSION PLAN & TRUST OF CHAPMAN KLEIN & ASSOCIATES PC
MoneyPurchase
Assets$1.6M
Participants3
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 | EMPLOYEES PROFIT SHARING PLAN AND TRUST OF CHAPMAN KLEIN & ASSOCIATES PC | 401k | $1.8M | 3 | 2025 | |
| 002 | EMPLOYEES PENSION PLAN & TRUST OF CHAPMAN KLEIN & ASSOCIATES PC | MoneyPurchase | $1.6M | 3 | 2025 |
Retirement plans