# The Chartwell Law Offices, L.L.P. 401(k) Plan
Source: https://planprovider.pro/companies/the-chartwell-law-offices-l-l-p-401k-plan

> The Chartwell Law Offices, L.L.P.'s 401(k) plan: 502 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|—|—|

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