Original filing (PDF)20251015130825NAL0004628641001

George Chadwick & Co. d/b/a George Chadwick Insurance

Name: George Chadwick & Co. d/b/a George Chadwick Insurance — Form 5500 Plan 001 (2024)
Creator: George Chadwick & Co. d/b/a George Chadwick Insurance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

George Chadwick Insurance Retirement Savings Plan

401(k) retirement plan · George Chadwick & Co. d/b/a George Chadwick Insurance's George Chadwick Insurance Retirement Savings Plan held $1.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

George Chadwick & Co. d/b/a George Chadwick Insurance's EIN is 56-2386635.

EIN 56-2386635

Plan number 001

Plan year 2024

ACK ID 20251015130825NAL0004628641001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for George Chadwick & Co. d/b/a George Chadwick Insurance from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

George Chadwick & Co. d/b/a George Chadwick Insurance'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 GEORGE CHADWICK & CO. D/B/A GEORGE CHADWICK INSURANCE.

Finding similar companies…

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