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Original filing (PDF)20251013111617NAL0001106209001
THE CHARTWELL LAW OFFICES, L.L.P.
Form 5500
FILING_RECEIVED
CHARTWELL LAW OFFICES, L.L.P. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
502
Accounts w/ balance
543
Plan assets (EOY)
$52.1M
Net assets (EOY)
$52.1M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 28 bps in Schedule C fees — 75% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CHARTWELL LAW OFFICES, L.L.P..
Plan sponsor
Name
THE CHARTWELL LAW OFFICES, L.L.P.
EIN
26-0019118
Address
700 AMERICAN AVENUE · SUITE 303 · KING OF PRUSSIA, PA · 19406
Phone
(610) 666-8427
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FREED MAXICK P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | RECORDKEEPER | $59K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-6764829 | — | INVESTMENT ADVISOR | $86K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS, INC. | 27-2487837 | HARRISBURG, PA | THIRD PARTY ADMIN | $550 | — |
Investments
35 direct securities · 1 pooled fund· $51.2M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$51.2M
35 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fd As | — | — | — | $6.5M | 12.5% | |
| Pioneer Fundemental Growth K | — | — | — | $5.0M | 9.6% | |
| American Funds American Funds Target Retirement 2030 | — | — | — | $4.2M | 8.1% | |
| American Funds American Funds Target Retirement 2045 | — | — | — | $3.7M | 7.2% | |
| American Funds American Funds Target Retirement 2040 | — | — | — | $3.3M | 6.3% | |
| American Funds American Funds Target Retirement 2050 | — | — | — | $2.8M | 5.4% | |
| Vanguard Bal Index Adml | — | — | — | $2.6M | 5.0% | |
| American Funds American Funds Target Retirement 2055 | — | — | — | $2.1M | 4.0% | |
| MFS Val R6 | — | — | — | $1.9M | 3.6% | |
| Victory Sycamore Est Val R6 | — | — | — | $1.9M | 3.6% | |
| Vanguard Total intl Stock Index Admiral | — | — | — | $1.7M | 3.4% | |
| Premier Vanguard Treasury Money Market Investor Fund | — | — | — | $1.6M | 3.1% | |
| American Funds American Funds Target Retirement 2060 | — | — | — | $1.5M | 3.0% | |
| Vanguard Wellesley Inc Adm | — | — | — | $1.3M | 2.5% | |
| Vanguard Extnd Mrk Index Adml | — | — | — | $1.2M | 2.2% | |
| American Funds American Funds Target Retirement 2025 | — | — | — | $985K | 1.9% | |
| American Funds American Funds Target Retirement 2035 | — | — | — | $984K | 1.9% | |
| PGIM Ttl Rtn Bd R6 | — | — | — | $930K | 1.8% | |
| Neuberger Berman Neuberger Berman Intl Eq R6 | — | — | — | $928K | 1.8% | |
| Chartwell Law Offices, LLP 401(k) Profit Sharing Plan Participant loans (Interest rate of 4.75% to 10%) | — | — | — | $761K | 1.5% | |
| Janus Henderson Janus Henderson Venture N | — | — | — | $723K | 1.4% | |
| DFA US Trgt Val Inst | — | — | — | $701K | 1.3% | |
| Neuberger Berman Neuberger Berman Strat Inc R6 | — | — | — | $581K | 1.1% | |
| MFS Mdcap Gr R6 | — | — | — | $573K | 1.1% | |
| DFA Emrg Mkt Cor Inst | — | — | — | $496K | 1.0% | |
| Eaton Vance BlackRock High Yield Portfolio | — | — | — | $470K | 0.9% | |
| American Funds American Funds Target Retirement 2010 | — | — | — | $387K | 0.7% | |
| American Funds American Funds Target Retirement 2020 | — | — | — | $363K | 0.7% | |
| American Funds American Funds Target Retirement 2065 | — | — | — | $218K | 0.4% | |
| American Funds American Funds Target Retirement 2015 | — | — | — | $211K | 0.4% | |
| Cohen & Steers Cohen & Steers RE Securities Z | — | — | — | $187K | 0.4% | |
| Vanguard Infl Prtct Sec Adml | — | — | — | $173K | 0.3% | |
| VanEck Intl Inv Gold I | — | — | — | $171K | 0.3% | |
| PIMCO International Bond Fund Inst Cl | — | — | — | $16K | <0.1% | |
| Impax Sustainable Allocation Fund | — | — | — | $7K | <0.1% | |
| INVSCO STBL VAL TR VI INVESCO NATIONAL TRUST CO. · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |