# Chartwell Operations LLC 401(k) Plan
Source: https://planprovider.pro/companies/chartwell-operations-llc-401k-plan

> Chartwell Operations LLC's 401(k) plan: 265 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chartwell Operations LLC

- **Sponsor EIN:** 465273721

- **Sponsor Address:** 5319 16TH AVENUE, BROOKLYN, NY, 11204

- **Plan Type:** 401(k)

- **Total Participants:** 265

- **Total Assets:** $7.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|265|$7.2M|$0|$1.3M|

| 2023|244|$5.2M|$0|$1.1M|

| 2022|214|$3.4M|$0|$815,800|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| RPG CONSULTANTS|NONE|$31,196|—|$31,196|

| SMITH BROTHERS FINANCIAL, LLC|NONE|$11,999|—|$11,999|

| TRACHTENBERG & PAUKER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRACHTENBERG & PAUKER LLP](https://planprovider.pro/provider/trachtenberg-and-pauker-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $43,195

- **Estimated Expense Ratio:** 0.603% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$46,795|—|—|—|—|

| 2023|$34,796|—|—|—|—|

| 2022|$28,459|—|—|—|$28,459|

## Similar Plans

- [Unither Us Corp](https://planprovider.pro/companies/unither-us-corp-401k-plan) — 322 participants

- [Contract Pharmacal Corporation](https://planprovider.pro/companies/contract-pharmacal-corporation-401k-plan) — 371 participants

- [Topiderm, INC.](https://planprovider.pro/companies/topiderm-inc-401k-plan) — 377 participants

- [Ascent Pharmaceuticals INC.](https://planprovider.pro/companies/ascent-pharmaceuticals-inc-401k-plan) — 478 participants

- [Lotte Biologics Usa, LLC](https://planprovider.pro/companies/lotte-biologics-usa-llc-401k-plan) — 497 participants

- [Sumitovant Biopharma, INC.](https://planprovider.pro/companies/sumitovant-biopharma-inc-401k-plan) — 545 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/chartwell-operations-llc-401k-plan)

© 2026 PlanProvider.Pro