Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHASE FINANCIAL CORP
EIN 95-4524288bankingLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
9
9535 RESEDA BLVD, SUITE 102 - NORTHRIDGE, CA 91324818-709-3600chasefinancial.comLinkedIn11-50 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 9 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
CHASE FINANCIAL CORP CASH BALANCE PLAN
CashBalance
Assets$836K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CHASE FINANCIAL CORP 401(K) PROFIT SHARING PLAN
401k
Assets$296K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CHASE FINANCIAL CORP CASH BALANCE PLAN | CashBalance | $836K | 4 | 2025 | |
| 001 | CHASE FINANCIAL CORP 401(K) PROFIT SHARING PLAN | 401k | $296K | 5 | 2025 |
Retirement plans