How big is Chartwell Members Inc.'s plan?

Chartwell Members Inc.'s plan reported $1.3M in assets and 35 participants for 2024.

Original filing (PDF)20250704182109NAL0003774338001

Chartwell Members Inc.

Name: Chartwell Members Inc. — Chartwell Membership Inc., Form 5500 (2024)
Creator: Chartwell Members Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chartwell Membership Inc. 401(k) Plan

401(k) retirement plan · Chartwell Members Inc.'s Chartwell Membership Inc. 401(k) Plan held $1.3M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Richard MARR signed Chartwell Members Inc.'s 2024 Form 5500 as plan administrator.

Richard MARR — 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 Members Inc.'s EIN is 52-0749785.

EIN 52-0749785

Plan number 001

Plan year 2024

ACK ID 20250704182109NAL0003774338001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chartwell Members Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chartwell Members Inc.'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 MEMBERS INC.

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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

Helping the score