Chartwell Operations Llc Multiple Employer 401(k) Plan
Sponsored by Chartwell Operations Llc · EIN 465273721 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 265
- With balances
- 232
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 |
|---|---|---|
| Smith Brothers Financial, Llc CRD 322951 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rpg Consultants | Recordkeeping, Consulting (pension), Participant loan processing | $31,196 |
| Smith Brothers Financial, Llc | Investment advisory (participants), Investment advisory (plan) | $11,999 |