Chesapeake Financial Shares, Inc. 401 K Profit Sharing Plan
Sponsored by Chesapeake Financial Shares, Inc. · EIN 541210845 · Plan #003
- Total assets
- $37.8M
- Net assets
- $37.8M
- Active participants
- 281
- With balances
- 357
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Investment advisory (participants) | $88,526 |
| Sageview Advisory Group, Llc | Investment advisory (participants), Other fees | $951 |