How big is Charter Realty & Development Corp.'s plan?

Charter Realty & Development Corp.'s plan reported $5.4M in assets and 29 participants for 2023.

Original filing (PDF)20241015092511NAL0027942097001

Charter Realty & Development Corp.

Name: Charter Realty & Development Corp. — Charter Realty, Form 5500 (2023)
Creator: Charter Realty & Development Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charter Realty & Development Corp. Profit Sharing Plan

401(k) retirement plan · Charter Realty & Development Corp.'s Charter Realty & Development Corp. Profit Sharing Plan held $5.4M in plan assets for 29 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan identifiers

Charter Realty & Development Corp.'s EIN is 13-3703976.

EIN 13-3703976

Plan number 001

Plan year 2023

ACK ID 20241015092511NAL0027942097001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Charter Realty & Development Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Charter Realty & Development Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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