How big is Chartwell Escrow's plan?

Chartwell Escrow's plan reported $4.8M in assets and 83 participants for 2023.

Original filing (PDF)20240311143857NAL0058345394001

Chartwell Escrow

Name: Chartwell Escrow — Chartwell Escrow 401(k) Profit, Form 5500 (2023)
Creator: Chartwell Escrow
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chartwell Escrow 401(k) Profit Sharing Plan

401(k) retirement plan · Chartwell Escrow's Chartwell Escrow 401(k) Profit Sharing Plan held $4.8M in plan assets for 83 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

JEFF SPRY signed Chartwell Escrow's 2023 Form 5500 as plan administrator.

JEFF SPRY — 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

Chartwell Escrow's EIN is 20-5394065.

EIN 20-5394065

Plan number 001

Plan year 2023

ACK ID 20240311143857NAL0058345394001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Chartwell Escrow from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Chartwell Escrow's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off