AUMdb

Chesapeake Utilities Corporation Retirement Savings Plan

Sponsored by Chesapeake Utilities Corporation · EIN 510064146 · Plan #002 · Dover, DE

Total assets
$220M
Net assets
$220M
Active participants
1,261
With balances
1,505

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
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $133,242
Fiducient Advisors Consulting (general), Investment advisory (plan) $39,579
Nfp Retirement, Inc Investment advisory (participants) $15,095