How big is Chartwell School's plan?

Chartwell School's plan reported $4.4M in assets and 82 participants for 2024.

Original filing (PDF)20251105181947NAL0011027409001

Chartwell School

Name: Chartwell School — Chartwell School 403(b) DC Plan, Form 5500 (2024)
Creator: Chartwell School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chartwell School 403(b) DC Plan

403(b) retirement plan · Chartwell School's Chartwell School 403(b) DC Plan held $4.4M in plan assets for 82 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Katia Stornetta signed Chartwell School's 2024 Form 5500 as plan administrator.

Katia Stornetta — 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 School's EIN is 77-0119013.

EIN 77-0119013

Plan number 001

Plan year 2024

ACK ID 20251105181947NAL0011027409001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Chartwell School's plan includes a 403(b) annuity, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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