How big is Charter Industries' plan?

Charter Industries' plan reported $135K in assets and 9 participants for 2025.

Original filing (PDF)20260504124338NAL0007771538001

Charter Industries

Name: Charter Industries — Charter Industries 401(k), Form 5500 (2025)
Creator: Charter Industries
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charter Industries 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Charter Industries' Charter Industries 401(k) Profit Sharing Plan & Trust held $135K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

People on this filing

Edward Rojas signed Charter Industries' 2025 Form 5500 as plan administrator.

Edward Rojas — 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 Industries' EIN is 20-1340513.

EIN 20-1340513

Plan number 001

Plan year 2025

ACK ID 20260504124338NAL0007771538001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charter Industries from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charter Industries' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 INDUSTRIES.

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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