Original filing (PDF)20250915150719NAL0001253137001

CHARTWELL INTEGRATED TECHNOLOGIES,

Name: CHARTWELL INTEGRATED TECHNOLOGIES, — CHARTWELL INTEGRATED TECHNOLOGIES, INC. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: CHARTWELL INTEGRATED TECHNOLOGIES,

Form 5500-SF

FILING_RECEIVED

CHARTWELL INTEGRATED TECHNOLOGIES, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$778K

Net assets (EOY)

$778K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CHARTWELL INTEGRATED TECHNOLOGIES,

EIN

36-4260269all filings

Address

PO BOX 619 · SISTER BAY, WI · 54234

Phone

(815) 356-5097

Industry

Custom Computer Programming· Professional & Technical Servicessee all

Plan administrator