Michael Vanderford signed Chartwell Financial Advisory, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chartwell Financial Advisory, Inc.'s EIN is 36-4799908.
Download the official 2024 Form 5500 (PDF) for Chartwell Financial Advisory, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chartwell Financial Advisory, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AT RETIREMENT SERVICES | 83-3455979 | — | N/A | $53K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
