Plan Snapshot
- Plan Sponsor: The Chartwell Law Offices, L.L.P.
- Sponsor EIN: 260019118
- Sponsor Address: 700 AMERICAN AVENUE, KING OF PRUSSIA, PA, 19406
- Plan Type: 401(k)
- Total Participants: 502
- Total Assets: $52.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 502 | $52.1M | $2.7M | $4.0M |
| 2023 | 438 | $42.4M | $2.4M | $3.3M |
| 2022 | 383 | $31.8M | $1.9M | $2.5M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISOR | $86,328 | — | $86,328 |
| PRINCIPAL LIFE INSURANCE COMPANY | RECORDKEEPER | $59,257 | — | $59,257 |
| PA RETIREMENT SOLUTIONS, INC. | THIRD PARTY ADMIN | $550 | $29,917 | $30,467 |
| FREED MAXICK P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $176,052
- Estimated Expense Ratio: 0.338% 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 | $146,233 | — | $146,233 | — | — |
| 2023 | $167,427 | $158,458 | $8,473 | — | — |
| 2022 | $168,162 | $78,271 | $89,891 | — | — |