Sponsor portfolio
CHARTWELL STRATEGY GROUP, LLC
EIN 82-3762281government relationsLatest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
8
701 8TH STREET, NW, SUITE 620 - WASHINGTON, DC 20001202-600-4744chartwellstrategy.comLinkedIn11-50 employeesgovernment relations
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CHARTWELL STRATEGY GROUP 401(K) PLAN | 401k | $1.4M | 8 | 2025 |
Retirement plans