CHAD CHARTON FINANCIAL INSURANCE SERVICES INC. 401(k) Plan
What public Form 5500 filings show about the CHAD CHARTON FINANCIAL INSURANCE SERVICES INC. 401(k) plan — and how to find and check your own account.
The CHAD CHARTON FINANCIAL INSURANCE SERVICES INC. 401(k) on its latest Form 5500
CHAD CHARTON FINANCIAL INSURANCE SERVICES INC. (EIN 46-2286857) reports CHARTON FINANCIAL GROUP 401K PLAN on its most recent Form 5500, with $113K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CHAD CHARTON FINANCIAL INSURANCE SERVICES INC. filing — schedules, fees, and providers.
Who runs the CHAD CHARTON FINANCIAL INSURANCE SERVICES INC. 401(k)?
CHAD CHARTON FINANCIAL INSURANCE SERVICES INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CHAD CHARTON FINANCIAL INSURANCE SERVICES INC.HR for the recordkeeper’s name and login.
How to check your CHAD CHARTON FINANCIAL INSURANCE SERVICES INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CHAD CHARTON FINANCIAL INSURANCE SERVICES INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).