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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

CHARLIE HEALTH, INC. 401(k) Plan

What public Form 5500 filings show about the CHARLIE HEALTH, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$14.6M
Participants
1,511
Plans on file
1

The CHARLIE HEALTH, INC. 401(k) on its latest Form 5500

CHARLIE HEALTH, INC. (EIN 84-4582670) reports CHARLIE HEALTH 401(K) PLAN on its most recent Form 5500, with $14.6M in plan assets across 1,511 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 CHARLIE HEALTH, INC. filing — schedules, fees, and providers.

Who runs the CHARLIE HEALTH, INC. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CHARLIE HEALTH, INC. 401(k).

How to check your CHARLIE HEALTH, INC. 401(k)

  • Log in to Fidelity’s participant portal (the site on your statements).
  • Ask CHARLIE HEALTH, 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).
More on this employer: CHARLIE HEALTH, INC. — all Form 5500 filings (EIN 84-4582670) · Montana employer EIN lookup · Form 5500 search
CHARLIE HEALTH, INC. 401(k) Plan — Form 5500