CHARTWELL CONSULTING
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
3
Active participants
1,638
Total plan assets
$610.5M
Filings (rows)
3
Direct comp
$125K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| COZEN OCONNOR COZEN OCONNOR PROFIT SHARING PLAN A | PHILADELPHIA, PA | Advisor / Consultant CONSULTANT | 1,268 | $562.1M | $41K |
| WISE FOODS, INC. WISE FOODS PENSION PLAN | BERWICK, PA | Advisor / Consultant INVESTMENT ADVISORY | 193 | $24.6M | $69K |
| WISE FOODS, INC. WISE FOODS PENSION PLAN | BERWICK, PA | Advisor / Consultant INVESTMENT ADVISORY | 177 | $23.7M | $15K |