PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CHMWARNICK, INC.
Sponsor portfolioTH

CHMWARNICK, INC.

EIN 47-3752261-hospitality-Latest filing 2025
Plans
2
Retirement
2
$19.5M assets
Welfare
0
Participants
82
548 CABOT STREET - BEVERLY, MA 01915978-522-7000chmwarnick.comLinkedIn11-50 employeeshospitality
Plans on this EIN
2 filings
#001401k-$17.3M - 50 part#002ESOP-$2.2M - 32 part

Retirement portfolio analytics

2 plans aggregated / $19.5M assets / 82 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • CHMWARNICK, INC. 401(K) (#001)89%
  • EMPLOYEE STOCK OWNERSHIP (#002)11%
Total $19.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CHMWARNICK, INC. 401(K) (#001)50
  • EMPLOYEE STOCK OWNERSHIP (#002)32
Total 82Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CHMWARNICK, INC. 401(K) PLAN

401k

Assets$17.3M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CHMWARNICK, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.2M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CHMWARNICK, INC. 401(K) PLAN401k$17.3M502025
002CHMWARNICK, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$2.2M322025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica