How big is Chadwick Financial Advisors' plan?

Chadwick Financial Advisors' plan reported $1.6M in assets and 3 participants for 2024.

Original filing (PDF)20251014094402NAL0002435985001

Chadwick Financial Advisors

Name: Chadwick Financial Advisors — Chadwick Financial, Form 5500 (2024)
Creator: Chadwick Financial Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chadwick Financial Advisors Cash Balance Plan

Defined-benefit pension plan · Chadwick Financial Advisors' Chadwick Financial Advisors Cash Balance Plan held $1.6M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Michael Chadwick signed Chadwick Financial Advisors' 2024 Form 5500 as plan administrator.

Michael Chadwick — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Chadwick Financial Advisors' EIN is 20-2285698.

EIN 20-2285698

Plan number 002

Plan year 2024

ACK ID 20251014094402NAL0002435985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chadwick Financial Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chadwick Financial Advisors' plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHADWICK FINANCIAL ADVISORS.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score