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  1. Companies/
  2. Chartwell Financial Advisory, Inc.

Filings through Oct 24, 2026.

Chartwell Financial Advisory, Inc.

EIN 36-4799908-financial services-Latest filing 2025
Plans
1
Retirement
1
$24.3M assets
Health & Benefits
0
Participants
131
150 SOUTH FIFTH STREET, SUITE 2700 - MINNEAPOLIS, MN 55402612-230-3100chartwellfa.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$24.3M - 131 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CHARTWELL 401(K) PROFIT SHARING PLAN

401(k)

Assets$24.3M
Participants131
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CHARTWELL 401(K) PROFIT SHARING PLAN401(k)$24.3M1312025
  • CHARTWELL 401(K) PROFIT SHARING PLAN$24.3M
    #001 · 401(k) · 2025131
Retirement plans
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