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ROBERT W. CHAPMAN & CO. — 401(K) PLAN FOR ROBERT W. CHAPMAN & CO., Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250401095510NAL0006891585001
ROBERT W. CHAPMAN & CO.
Form 5500-SF
FILING_RECEIVED
401(K) PLAN FOR ROBERT W. CHAPMAN & CO.
401(k) retirement plan
Active participants
24
Accounts w/ balance
26
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROBERT W. CHAPMAN & CO.
.
Find decision makers
Plan sponsor
Name
ROBERT W. CHAPMAN & CO.
EIN
56-0694287
Address
1338 HUNDRED OAKS DRIVE STE D · PO BOX 240748 · CHARLOTTE, NC · 28217
Phone
(704) 525-2421
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-04-01
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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