What public Form 5500 filings show about the George Chadwick & Co. d/b/a George Chadwick Insurance 401(k) plan — and how to find and check your own account.
George Chadwick & Co. d/b/a George Chadwick Insurance (EIN 56-2386635) reports GEORGE CHADWICK INSURANCE RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $1.2M in plan assets across 11 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 George Chadwick & Co. d/b/a George Chadwick Insurance filing — schedules, fees, and providers.
George Chadwick & Co. d/b/a George Chadwick Insurance’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask George Chadwick & Co. d/b/a George Chadwick InsuranceHR for the recordkeeper’s name and login.
