Chartwell Law Offices 401(k) match, vesting and fees
What Chartwell Law Offices' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Freed Maxick P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Chartwell Law Offices: employer contribution per participant | $5,058 | |
| Peer median | $2,600 |
| Chartwell Law Offices: average balance | $96,014 | |
| Peer median | $84,124 |
| Chartwell Law Offices: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.17% |
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 $34.6M at the end of plan year 2021 to $52.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 570 | $52.1M | $2.7M | $5,058 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 521 | $42.4M | $2.4M | $4,741 | 0.45% | Not published | Form 5500 ↗ |
| 2022 | 458 | $31.8M | $1.9M | $4,315 | 0.51% | Not published | Form 5500 ↗ |
| 2021 | 309 | $34.6M | $1.5M | $5,257 | 0.57% | Not published | Form 5500 ↗ |
Common questions
Does Chartwell Law Offices match 401(k) contributions?
The match terms for the Chartwell Law Offices, L.L.P. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $2.7M in employer contributions, about $5,058 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Chartwell Law Offices 401(k) match vested?
The vesting schedule for the Chartwell Law Offices, L.L.P. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Chartwell Law Offices 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is The Chartwell Law Offices, L.L.P..
I left Chartwell Law Offices. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Chartwell Law Offices, L.L.P., (610) 666-8427) or the recordkeeper, Principal Life Insurance Company. The Chartwell Law Offices old 401(k) page lists the contacts from every plan filing. Find an old Chartwell Law Offices 401(k)
Data from the public Form 5500 annual reports Chartwell Law Offices filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Law Offices. Not financial advice. Report a correction · Methodology