Chestnut Hill Realty Corp. 401 K Plan
Sponsored by Chestnut Hill Realty Corp. · EIN 042737440 · Plan #001
- Total assets
- $43.3M
- Net assets
- $43.3M
- Active participants
- 218
- With balances
- 489
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $112,139 |
| Ws Cpas P.C. | Accounting, Direct payment from the plan | $18,000 |
| Mesirow Financial, Inc. | Investment advisory (plan), Direct payment from the plan | $8,184 |
| Osaic Wealth Inc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |