Plan Ledger DOL Form 5500 · updated monthly

Chartwell Operations LLC401(k)

CHARTWELL OPERATIONS LLC MULTIPLE EMPLOYER 401(K) PLAN · BROOKLYN, NY · plan year 2024

Reported admin expense ratio · 2024
0.76%

Chartwell Operations LLC reported $46,795 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. 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.

Across the 2 years on file its reported administrative ratio fell from 0.84% to 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in New York (4,059th of 5,648), and 10,080th of 13,661 in manufacturing. active participation has grown from 214 to 265 since 2022.

Plan summary
Net assets, end of year$7,161,746
Participants with balances232
Active participants265
Employer contributions—
Employee contributions$1,289,845
Employer contribution per active participant—
Average account balance$30,870
Benefits paid to participants$188,849
Plan auditDisclaimer of opinion
AuditorTRACHTENBERG & PAUKER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.2M · 232 accts
2023$5.2M · 195 accts
2022$3.4M · 183 accts
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
RPG CONSULTANTS · Recordkeeping · Pension consulting$31,196
SMITH BROTHERS FINANCIAL, LLC · Investment advisory (participants) · Investment advisory (plan)$11,999

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024RPG CONSULTANTS
2023RPG CONSULTANTS

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Administrative cost history3
2024$46,795 · 0.76%
2023$34,796 · 0.81%
2022$28,459 · 0.84%
Same employer
Similar plansManufacturing · New York
Cvd Equipment Corporation NY$7.3M · 0.03%
Ashton Potter (USA) LTD. NY$7.2M · 0.67%
Lourdes Industries, Inc. NY$7.1M · 0.33%
Amogy Inc. NY$7.0M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465273721 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.