Plan Snapshot
- Plan Sponsor: Robert W. Chapman & Company
- Sponsor EIN: 560694287
- Sponsor Address: 1338 HUNDRED OAKS DRIVE, SUITE D, CHARLOTTE, NC, 28217
- Plan Type: DC
- Total Participants: 24
- Total Assets: $19.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 24 | $19.2M | $780,643 | $0 |
| 2023 | 24 | $19.2M | $780,643 | $0 |
| 2022 | 27 | $19.2M | $700,000 | $0 |