Assets by plan
Share of aggregate retirement assets
- CHAPMAN & CO. (#002)$17.7M
Filings through .
Robert W. Chapman & Co.
EIN 56-0694287electrical/electronic manufacturingLatest filing 2025
Plans
2
Retirement
2
$36.9M assets
Health & Benefits
0
Participants
67
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 / $36.9M assets / 67 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ROBERT W. CHAPMAN & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$19.2M
Participants37
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
401(K) PLAN FOR ROBERT W. CHAPMAN & CO.
401(k)
Assets$17.7M
Participants30
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ROBERT W. CHAPMAN & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $19.2M | 37 | 2025 |
| #002 | 401(K) PLAN FOR ROBERT W. CHAPMAN & CO. | 401(k) | $17.7M | 30 | 2025 |
- #001 · ESOP · 202537
- #002 · 401(k) · 202530
Retirement plans