Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT W. CHAPMAN & COMPANY
EIN 56-0694287electrical/electronic manufacturingLatest filing 2024
Plans
2
Retirement
2
$34.3M assets
Welfare
0
Participants
57
1338 HUNDRED OAKS DRIVE, SUITE D - CHARLOTTE, NC 28217704-525-2421rwchapman.comLinkedIn11-50 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $34.3M assets / 57 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#001
ROBERT W. CHAPMAN & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$19.2M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
401(K) PLAN FOR ROBERT W. CHAPMAN & CO.
401k
Assets$15.1M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROBERT W. CHAPMAN & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $19.2M | 31 | 2024 | |
| 002 | 401(K) PLAN FOR ROBERT W. CHAPMAN & CO. | 401k | $15.1M | 26 | 2024 |
Retirement plans