Chartwell Investment Services

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

Active participants

2,469

Total plan assets

$534.3M

Filings (rows)

Direct comp

$85K

Indirect comp

Showing only "CHARTWELL INVESTMENT SERVICES"

View all 9 variants aggregated →

CHARTWELL INVESTMENT PARTNERS387 CHARTWELL INVESTMENTS16 CHARTWELL INVESTMENT MANAGEMENT6 CHARTWELL INVESTMENT PTRS6 CHARTWELL INVESTMENT4 CHARTWELL INVESTMENT PARTNERS - PNC3 CHARTWELL INVESTMENT PARTNERS LLP

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Board of Trustees, B.A.C. Local No. 3 Pension Trust B.A.C. Local No. 3 Pension Plan · all filings	PLEASANTON, CA	Other service providers	838	$188.2M	$33K	$0
Board of Trustees, B.A.C. Local No. 3 Pension Trust B.A.C. Local No. 3 Pension Plan · all filings	PLEASANTON, CA	Other service providers	847	$178.4M	$26K	$0
Board of Trustees, B.A.C. Local No. 3 Pension Trust B.A.C. Local No. 3 Pension Plan · all filings	PLEASANTON, CA	Other service providers	784	$167.7M	$25K	$0