Chartwell 401(k) Profit Sharing Plan
Sponsored by Chartwell Financial Advisory, Inc. · EIN 364799908 · Plan #001
- Total assets
- $19.2M
- Net assets
- $19.2M
- Active participants
- 104
- With balances
- 123
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| At Retirement Services | Claims processing, Recordkeeping, Custodial (other) | $52,890 |