Chadwick Financial Advisors (EIN 20-2285698) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.4M in plan assets and 10 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Chadwick Financial Advisors Cash Balance Plan | 002 | 3 | $1.6M |
| Chadwick Financial Advisors 401(k) Plan | 001 | 7 | $776K |
20-2285698 is the Employer Identification Number (EIN) Chadwick Financial Advisors reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Connecticut EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
