CHARTER BROKERAGE, LLC

EIN 05-0562792NORWALK, CT

CHARTER BROKERAGE, LLC (EIN 05-0562792) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $31.4M in plan assets and 298 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed

Participants

298

Total assets

$31.4M

A CHARTER BROKERAGE, LLC employee? See the CHARTER BROKERAGE, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 05-0562792

Form 5500 search →

Plan	Plan #	Participants	Assets
CHARTER BROKERAGE, LLC 401(K) PROFIT SHARING PLAN	004	168	$31.4M
CHARTER BROKERAGE LLC	501	130	$0

Service providers reported by CHARTER BROKERAGE, LLC

WILSHIRE ADVISORS PRINCIPAL LIFE INSURANCE USCA SECURITIES ALLIANCE BENEFIT GROUP OF HOUSTON

Providers are read from the Schedule C service-provider disclosures across this employer’s filings.

About this EIN

05-0562792 is the Employer Identification Number (EIN) CHARTER BROKERAGE, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.

Find other employers in the same state on Connecticut EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?