# Robert W. Chapman & Company DC Plan
Source: https://planprovider.pro/companies/robert-w-chapman-company-plan

> Robert W. Chapman & Company's DC plan: 24 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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