Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEPHEN CHELBAY CO
EIN 94-1750014insuranceLatest filing 2025
Plans
2
Retirement
2
$9.6M assets
Welfare
0
Participants
149
6800 SANTA TERESA BLVD, SUITE 100 - SAN JOSE, CA 951191205408-288-4400chelbayins.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.6M assets / 149 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#002
STEPHEN CHELBAY COMPANY 401(K) PLAN
401k
Assets$7.3M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
STEPHEN CHELBAY COMPANY CASH ACCOUNT PENSION PLAN
CashBalance
Assets$2.3M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEPHEN CHELBAY COMPANY 401(K) PLAN | 401k | $7.3M | 63 | 2025 | |
| 001 | STEPHEN CHELBAY COMPANY CASH ACCOUNT PENSION PLAN | CashBalance | $2.3M | 86 | 2024 |
Retirement plans