CHATHAM FINANCIAL CORPORATION 401(K) PLAN

Plan Contact

  • Address: 235 WHITEHORSE LANE,KENNETT SQUARE,PA
  • Contact person: ABIGAIL JOHANSON
  • Phone: (484) 731-3075

Plan General Information

CHATHAM FINANCIAL CORPORATION 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CHATHAM FINANCIAL CORPORATION 401(K) PLAN is $187,431,722.00.This plan was established in 1994.

CHATHAM FINANCIAL CORPORATION 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CHATHAM FINANCIAL CORPORATION 401(K) PLAN is 789

CHATHAM FINANCIAL CORPORATION 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CHATHAM FINANCIAL CORPORATION 401(K) PLAN is $237,556.00

CHATHAM FINANCIAL CORPORATION 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CHATHAM FINANCIAL CORPORATION 401(K) PLAN is $10,901.00.

CHATHAM FINANCIAL CORPORATION 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CHATHAM FINANCIAL CORPORATION 401(K) PLAN is approximately $9,468.00
Investing in this additonal $9,468.00 for 20 years would give you extra $605,997.00, assuming a 10% annual return.

CHATHAM FINANCIAL CORPORATION 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, CHATHAM FINANCIAL CORPORATION 401(K) PLAN allocates $7,470,819.00 to match its employees' contributions, providing an employer match rate of 94.27% of their contributions

CHATHAM FINANCIAL CORPORATION 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CHATHAM FINANCIAL CORPORATION 401(K) PLAN is 29.12%.

CHATHAM FINANCIAL CORPORATION 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CHATHAM FINANCIAL CORPORATION 401(K) PLAN is 22.70%. This measures the effectiveness of the plan participants' investments in the year.

CHATHAM FINANCIAL CORPORATION 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CHATHAM FINANCIAL CORPORATION 401(K) PLAN is 0.02%.

Enrollment Features

CHATHAM FINANCIAL CORPORATION 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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