Chapman Partnership Employee Savings Plan
Sponsored by Chapman Partnership · EIN 650425069 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 130
- With balances
- 112
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 |
|---|---|---|
| Osaic Advisory Services, Llc CRD 171070 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Advisory Services | Investment advisory (participants) | $16,043 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $1,216 |