Chartwell Financial Advisory, Inc. (EIN 36-4799908) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $19.2M in plan assets and 104 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Chartwell 401(k) Profit Sharing Plan | 001 | 104 | $19.2M |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
36-4799908 is the Employer Identification Number (EIN) Chartwell Financial Advisory, Inc. 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 Minnesota EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
