Chartwell Financial Advisory 401(k) match, vesting and fees
What Chartwell Financial Advisory's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Olsen Thielen & Co., Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Chartwell Financial Advisory: employer contribution per participant | $4,729 | |
| Peer median | $2,719 |
| Chartwell Financial Advisory: average balance | $196,194 | |
| Peer median | $85,424 |
| Chartwell Financial Advisory: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $12.2M at the end of plan year 2021 to $24.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 131 | $24.3M | $586K | $4,729 | 0.17% | Not published | Form 5500 ↗ |
| 2024 | 127 | $19.2M | $511K | $4,154 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 128 | $14.5M | $451K | $3,730 | 0.31% | Not published | 5500-SF ↗ |
| 2022 | 108 | $10.7M | $348K | $3,318 | 0.30% | Not published | 5500-SF ↗ |
| 2021 | 95 | $12.2M | $316K | $3,511 | 0.30% | Not published | 5500-SF ↗ |
Common questions
Does Chartwell Financial Advisory match 401(k) contributions?
The match terms for the Chartwell 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $586K in employer contributions, about $4,729 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Chartwell Financial Advisory 401(k) match vested?
The vesting schedule for the Chartwell 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Chartwell Financial Advisory 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Chartwell Financial Advisory, Inc..
I left Chartwell Financial Advisory. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Chartwell Financial Advisory, Inc., (612) 230-3100) or the recordkeeper, Fidelity Investments Institutional. The Chartwell Financial Advisory old 401(k) page lists the contacts from every plan filing. Find an old Chartwell Financial Advisory 401(k)
Data from the public Form 5500 annual reports Chartwell Financial Advisory filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Chartwell Financial Advisory. Not financial advice. Report a correction · Methodology