CHARTER HEALTH, P.C. 401(k) Plan
What public Form 5500 filings show about the CHARTER HEALTH, P.C. 401(k) plan — and how to find and check your own account.
The CHARTER HEALTH, P.C. 401(k) on its latest Form 5500
CHARTER HEALTH, P.C. (EIN 81-4492938) reports CHARTER HEALTH, P.C. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $873K in plan assets across 20 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 CHARTER HEALTH, P.C. filing — schedules, fees, and providers.
Who runs the CHARTER HEALTH, P.C. 401(k)?
CHARTER HEALTH, P.C.’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 CHARTER HEALTH, P.C.HR for the recordkeeper’s name and login.
How to check your CHARTER HEALTH, P.C. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CHARTER HEALTH, P.C. 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).