Chartwell Management, LLC 401(k) Plan
Chartwell Management, LLC, Needham MA. Employer ID 043510223, plan number 001. Annual reports on file for 2010 to 2022.
Where the money went
- Filed 2010-2022Chartwell Management, LLC 401(k) Plan, Chartwell Management, LLC
- 2023Plan renumbered or taken over by a new sponsor to Makor Management LLC 401(k) Plan
- 2024Assets transferred to Abo 401(k) Plan
- TodayAbo 401(k) Plan still files. Transamerica Financial Life Ins Co. keeps the records. That is where to ask.
Records are kept by Transamerica Financial Life Ins Co., per the 2024 filing.
Left in 2020? You may be owed employer money
- In plan year 2020, 40 people (34% of active participants) left before they were fully vested. Turnover that high can count as a partial plan termination (Revenue Ruling 2007-43), which requires full vesting of employer money for those who left. The plan may argue it was routine turnover. A 2021 law (Consolidated Appropriations Act, section 209) can excuse a drop between March 2020 and March 2021 if the plan had rehired enough people by March 31, 2021. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2011 | 62 | — | Filing |
| 2012 | 98 | — | Filing |
| 2013 | 90 | — | Filing |
| 2014 | 125 | — | Filing |
| 2015 | 150 | 24 | Filing |
| 2016 | 145 | 37 | Filing |
| 2017 | 190 | 63 | Filing |
| 2018 | 161 | 36 | Filing |
| 2019 | 158 | 40 | Filing |
| 2020 | 146 | 43 | Filing |
| 2021 | 143 | 48 | Filing |
| 2022 | 143 | 45 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.