P 401(k) Plan Report

Stable plan record

CHARTWELL STRATEGY GROUP 401(K) PLAN

Sponsored by CHARTWELL STRATEGY GROUP, LLC · EIN/PN 823762281-002

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$31,507
Administrative cost per participant
2025
$200
Active participants
2025
5
Total plan assets
2025
$1,416,309
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260422220151NAL00022087870115$31,507
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.