· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHARTER RESEARCH & INVESTMENT — CHARTER RESEARCH & INVESTMENT 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250718132617NAL0002777088001
CHARTER RESEARCH & INVESTMENT
Form 5500-SF
FILING_RECEIVED
CHARTER RESEARCH & INVESTMENT 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHARTER RESEARCH & INVESTMENT
.
Find decision makers
Plan sponsor
Name
CHARTER RESEARCH & INVESTMENT
EIN
06-1250037
Address
2507 POST RD · SOUTHPORT, CT · 068901259
Phone
(203) 259-4004
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
BRIAN DUGGAN
THE DUGGAN TEAM 401(K) PROFIT SHARING PLAN
$1.9M · 6 participants
COSOURCE FINANCIAL INVESTMENT & ADVISORY GROUP, L.L.C.
CFG 401 (K) & PSP
$1.9M · 7 participants
C2 & A2 LLC
RETIREMENT INCOME SECURITY PLAN-C2 & A2 LLC
$1.9M · 12 participants
DATTEL REALTY CO INC
DATTEL REALTY COMPANY PROFIT SHARING PLAN
$1.9M · 8 participants
GARRISON FINANCIAL, LLC
GARRISON FINANCIAL, LLC 401(K) PLAN
$1.9M · 4 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
VERIT ADVISORS LLC
VERIT ADVISORS RETIREMENT PLAN
$1.9M · 5 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
