How big is Charter Fund, Inc.'s plan?

Charter Fund, Inc.'s plan reported $13.6M in assets and 75 participants for 2024.

Original filing (PDF)20251013114318NAL0001860848001

Charter Fund, Inc.

Name: Charter Fund, Inc. — Charter Fund, Inc. 403(b) Plan, Form 5500 (2024)
Creator: Charter Fund, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charter Fund, Inc. 403(b) Plan

403(b) retirement plan · Charter Fund, Inc.'s Charter Fund, Inc. 403(b) Plan held $13.6M in plan assets for 75 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.6M

Net assets (EOY)

$13.6M

People on this filing

Pamela Inbasekaran signed Charter Fund, Inc.'s 2024 Form 5500 as plan administrator.

Pamela Inbasekaran — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Charter Fund, Inc.'s EIN is 05-0620063.

EIN 05-0620063

Plan number 001

Plan year 2024

ACK ID 20251013114318NAL0001860848001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charter Fund, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charter Fund, Inc.'s plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARTER FUND, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score