Filings through Sep 24, 2026.

Retirement plan

Chesapeake Contracting Employees Savings Trust

Name: CHESAPEAKE CONTRACTING GROUP, INC. - CHESAPEAKE CONTRACTING EMPLOYEES SAVINGS TRUST (2024) Form 5500
Creator: CHESAPEAKE CONTRACTING GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHESAPEAKE CONTRACTING EMPLOYEES SAVINGS TRUST, CHESAPEAKE CONTRACTING GROUP, INC.

Chesapeake Contracting Group, Inc.EIN 52-1164833Plan #001PY 2024Filed Sep 30, 2025

10065 RED RUN BLVD., SUITE 230 - OWINGS MILLS, MD 21117410-526-7797ccgmd.comLinkedIn51-200 employeesconstruction

Prospect flagsFew collective trustsFund lineup: 17 funds, $17.3M

How to read this page

Total assets (EOY)

$17.3M

+20.2% from 2023

Total participants

165

-6.3% from 2023

Average account balance

$121,745

+31.2% from 2023

Annual return

14.46%

-4.07 pp from 2023

Benchmarks

See 3,451 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort3,451 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
GREENSPRING ADVISORS, LLC3 years Filed as: GREENSPRING ADVISORS Service code 26 · EIN 82-5320133	Advisory (Participants)	$28,166
POLLARD & ASSOCIATES, INC.3 years Filed as: POLLARD & ASSOCIATES Service code 37 · EIN 52-0909772	Loan Processing	$2,300
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930	Recordkeeping	$1,665

Fund lineup

CSV with Pro

17 funds of $250K or more; 15 lines in all, holding $17.3M of the plan's $17.3M. From the 2024 filing. Recordkeeper: Vanguard.

In collective trusts0%median 0% for plans of $5M to $50M (34,889 plans)

In index funds92%median 21% for plans of $5M to $50M (34,889 plans)

In the main target-date series73%median 35% for plans of $5M to $50M (34,889 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 73% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund	Vanguard	Mutual fund	$12.6M	72.9%
Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund	Vanguard	Mutual fund	$1.7M	9.6%
Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund	Vanguard	Money market	$418K	2.4%
Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund	Vanguard	Mutual fund	$380K	2.2%
Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund	Vanguard	Mutual fund	$367K	2.1%
Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund	Vanguard	Mutual fund	$308K	1.8%
Vanguard Balanced Index Fund Admiral Mutual fund Vanguard · Mutual fund IndexRecordkeeper's own fund	Vanguard	Mutual fund	$287K	1.7%
Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund	Vanguard	Mutual fund	$276K	1.6%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund	Vanguard	Mutual fund	$247K	1.4%
maturing at various dates, secured by participant account balance Manager not matched · Other	Not yet matched	Other	$207K	1.2%

See the other 5 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes3H2E2J2F2G3D2T2K

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$30K

$233 / participant

Recordkeeping$2K5.6%
Investment mgmt$28K94.4%

% of EOY assets

0.173%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: COHNREZNICK LLP
Auditor EIN: 334144829
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

GREENSPRING ADVISORS, LLC3 years

Filed as: GREENSPRING ADVISORS

Service code 26 · EIN 82-5320133

Advisory (Participants)

$28,166

POLLARD & ASSOCIATES, INC.3 years

Filed as: POLLARD & ASSOCIATES

Service code 37 · EIN 52-0909772

Loan Processing

$2,300

THE VANGUARD GROUP, INC.2 years

Filed as: THE VANGUARD GROUP, INC

Service code 15 · EIN 23-1945930

Recordkeeping

$1,665

Fund

Dollars

% of funds%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 12 vintagesRecordkeeper's own fund

$12.6M

72.9%

Vanguard 500 Index Fund Admiral Shares

Vanguard · Mutual fund

IndexRecordkeeper's own fund

$1.7M

9.6%

Vanguard Federal Money Market Fund Investor Shares

Vanguard · Money market

Recordkeeper's own fund

$418K

2.4%

Vanguard Mid-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

IndexRecordkeeper's own fund

$380K

2.2%

Vanguard Growth Index Fund Admiral Shares

Vanguard · Mutual fund

IndexRecordkeeper's own fund

$367K

2.1%

Vanguard Equity Income Fund Admiral Shares

Vanguard · Mutual fund

Recordkeeper's own fund

$308K

1.8%

Vanguard Balanced Index Fund Admiral Mutual fund

Vanguard · Mutual fund

IndexRecordkeeper's own fund

$287K

1.7%

Vanguard Small-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

IndexRecordkeeper's own fund

$276K

1.6%

Vanguard Intermediate-Term Bond Index Fund Admiral Shares

Vanguard · Mutual fund

IndexRecordkeeper's own fund

$247K

1.4%

maturing at various dates, secured by participant account balance

Manager not matched · Other

$207K

1.2%

Chesapeake Contracting Employees Savings Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Chesapeake Contracting Employees Savings Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion