What public Form 5500 filings show about the Chesapeake Financial Shares, Inc. 401(k) plan — and how to find and check your own account.
Chesapeake Financial Shares, Inc. (EIN 54-1210845) reports CHESAPEAKE FINANCIAL SHARES, INC. 401K PROFIT SHARING PLAN on its most recent Form 5500, with $45.4M in plan assets across 278 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Chesapeake Financial Shares, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Voya, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Chesapeake Financial Shares, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SAGEVIEW ADVISORY GROUP.