CHARTWELL FINANCIAL
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
17
Active participants
88,667
Total plan assets
$48.7B
Filings (rows)
18
Direct comp
$3.3M
Indirect comp
$104K
Aggregating 3 name variants under "CHARTWELL FINANCIAL"
SERVICES PROVIDED
Other17
Top plans served
Showing top 18 of 17 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHERN COMPANY SERVICES, INC. THE SOUTHERN COMPANY PENSION PLAN | ATLANTA, GA | Other NONE | 25,843 | $15.6B | $743K |
| SOUTHERN COMPANY SERVICES, INC. THE SOUTHERN COMPANY PENSION PLAN | ATLANTA, GA | Other NONE | 26,369 | $15.3B | $728K |
| SOUTHERN COMPANY SERVICES, INC. THE SOUTHERN COMPANY PENSION PLAN | ATLANTA, GA | Other NONE | 26,369 | $15.3B | $728K |
| SOUTHERN COMPANY SERVICES, INC. THE SOUTHERN COMPANY PENSION PLAN | ATLANTA, GA | Other NONE | 25,179 | $14.8B | $815K |
| SWINERTON INCORPORATED SWINERTON 401(K) & SAVINGS PLAN | CONCORD, CA | Other VALUATION SERVICES | 2,707 | $831.5M | $0 |
| SWINERTON INCORPORATED SWINERTON 401(K) & SAVINGS PLAN | CONCORD, CA | Other VALUATION SERVICES | 2,488 | $747.6M | $0 |
| SWINERTON INCORPORATED SWINERTON 401(K) & SAVINGS PLAN | CONCORD, CA | Other VALUATION SERVICES | 2,280 | $687.4M | $0 |
| GBS CORP GBS CORP & SUBSIDIARIES EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | NORTH CANTON, OH | Other NONE | 200 | $125.5M | $26K |
| GBS CORP GBS CORP & SUBSIDIARIES EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | NORTH CANTON, OH | Other NONE | 186 | $111.4M | $24K |
| S.C. COMPANIES, INC. STANLEY MEMBER STOCK BONUS PLAN | MUSCATINE, IA | Other NONE | 830 | $96.6M | $27K |
| SENTRY EQUIPMENT ERECTORS, INC. SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | FOREST, VA | Other VALUATION APPR | 169 | $87.3M | $16K |
| S.C. COMPANIES, INC. STANLEY MEMBER STOCK BONUS PLAN | MUSCATINE, IA | Other NONE | 802 | $76.2M | $25K |
| S.C. COMPANIES, INC. STANLEY MEMBER STOCK BONUS PLAN | MUSCATINE, IA | Other NONE | 849 | $63.7M | $24K |
| R. TORRE & COMPANY, INC. TORANI TEAM MEMBER EMPLOYEE STOCK OWNERSHIP PLAN | SAN LEANDRO, CA | Other VALUATION SERVICES | 274 | $46.0M | $33K |
| R. TORRE & COMPANY, INC. TORANI TEAM MEMBER EMPLOYEE STOCK OWNERSHIP PLAN | SAN LEANDRO, CA | Other VALUATION SERVICES | 227 | $38.6M | $30K |
| SENTRY EQUIPMENT ERECTORS, LLC SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | FOREST, VA | Other VALUATION APPR | 184 | $29.8M | $26K |
| HEALTHCARE APPRAISERS, INC. HEALTHCARE APPRAISERS, INC. PROFIT-SHARING PLAN (F.K.A. HEALTHCARE APPRAISERS, INC. ESOP) | BOCA RATON, FL | Other VALUATION FEE | 80 | $4.2M | $10K |
| REASOR'S HOLDING COMPANY, INC. REASOR'S HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | TAHLEQUAH, OK | Other SERVICE PROVIDER | 0 | $0 | $6K |