What public Form 5500 filings show about the Ideal Charter Management LLC 401(k) plan — and how to find and check your own account.
Ideal Charter Management LLC (EIN 47-2186756) reports IDEAL CHARTER MANAGEMENT 401K on its most recent Form 5500, with $171K in plan assets across 40 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 Ideal Charter Management LLC filing — schedules, fees, and providers.
Ideal Charter Management LLC’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 Ideal Charter Management LLCHR for the recordkeeper’s name and login.