Chartwell Management, LLC401(k)
CHARTWELL MANAGEMENT, LLC 401(K) PLAN · NEEDHAM, MA · plan year 2022
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Chartwell Management, LLC reported $45,196 in plan administrative expenses for 2022: 1.58% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,342 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Massachusetts (2,512th of 2,726), and 1,757th of 2,096 in real estate & leasing. In 2022, employees put in $1.60 for every $1.00 the employer contributed.
Chartwell Management, LLC's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 043510223 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.