Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHESAPEAKE FINANCIAL SHARES, INC.
EIN 54-1210845Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$56.4M assets
Welfare
0
Participants
640
P.O. BOX 1419 - KILMARNOCK, VA 224821419804-435-4200chesapeakefinancialshares.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $56.4M assets / 640 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#003
CHESAPEAKE FINANCIAL SHARES, INC. 401K PROFIT SHARING PLAN
401k
Assets$45.4M
Participants367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHESAPEAKE FINANCIAL SHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.0M
Participants273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CHESAPEAKE FINANCIAL SHARES, INC. 401K PROFIT SHARING PLAN | 401k | $45.4M | 367 | 2025 | |
| 002 | CHESAPEAKE FINANCIAL SHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.0M | 273 | 2025 |
Retirement plans