Chartwell Law Offices, L.L.P. 401(k) Profit Sharing Plan
Sponsored by The Chartwell Law Offices, L.L.P. · EIN 260019118 · Plan #001
- Total assets
- $52.1M
- Net assets
- $52.1M
- Active participants
- 502
- With balances
- 543
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan), Other services, Direct payment from the plan | $86,328 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $59,257 |
| Pa Retirement Solutions, Inc. | Contract administrator, Other services, Other fees | $550 |