Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHADWICK FINANCIAL ADVISORS
EIN 20-2285698financial servicesLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
12
61 MAPLE AVENUE - CANTON, CT 06019860-673-1942fiscalwisdom.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CHADWICK FINANCIAL ADVISORS CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CHADWICK FINANCIAL ADVISORS 401(K) PLAN
401k
Assets$776K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CHADWICK FINANCIAL ADVISORS CASH BALANCE PLAN | CashBalance | $1.6M | 4 | 2024 | |
| 001 | CHADWICK FINANCIAL ADVISORS 401(K) PLAN | 401k | $776K | 8 | 2024 |
Retirement plans