How big is Chartwell Capital, LLC.'s plan?

Chartwell Capital, LLC.'s plan reported $864K in assets and 2 participants for 2025.

Original filing (PDF)20260519095506NAL0001358290001

Chartwell Capital, LLC.

Name: Chartwell Capital, LLC. — Chartwell Capital, LLC., Form 5500 (2025)
Creator: Chartwell Capital, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chartwell Capital, LLC. 401(k) Plan

401(k) retirement plan · Chartwell Capital, LLC.'s Chartwell Capital, LLC. 401(k) Plan held $864K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$864K

Net assets (EOY)

$864K

People on this filing

Scott Heider signed Chartwell Capital, LLC.'s 2025 Form 5500 as plan administrator.

Scott Heider — 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 Capital, LLC.'s EIN is 26-4779496.

EIN 26-4779496

Plan number 001

Plan year 2025

ACK ID 20260519095506NAL0001358290001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Chartwell Capital, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Chartwell Capital, LLC.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 CAPITAL, LLC..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score