· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHARTER HOUSE HOLDINGS LLC — CHARTER HOUSE RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250613114517NAL0013575715001
CHARTER HOUSE HOLDINGS LLC
Form 5500-SF
FILING_RECEIVED
CHARTER HOUSE RETIREMENT PLAN
401(k) retirement plan
Active participants
100
Accounts w/ balance
59
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
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 HOUSE HOLDINGS LLC
.
Find decision makers
Plan sponsor
Name
CHARTER HOUSE HOLDINGS LLC
EIN
20-1525990
Address
200 N FRANKLIN ST · ZEELAND, MI · 49464
Phone
(616) 796-1176
Industry
Manufacturing
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
2025-06-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
ADELPHI KITCHENS, INC.
ADELPHI KITCHENS, INC. RETIREMENT PLAN
$2.4M · 60 participants
JIM BISHOP CABINETS, INC. DBA BISHOP CABINETS
BISHOP CABINETS 401(K) PLAN
$2.4M · 97 participants
BRETFORD MANUFACTURING, INC.
BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST
$2.5M · 75 participants
GIFFIN INTERIOR & FIXTURE, INC.
GIFFIN INTERIOR & FIXTURE, INC. 401(K) PLAN
$2.4M · 30 participants
ROYAL CUSTOM DESIGNS, LLC
ROYAL CUSTOM DESIGNS, LLC EMPLOYEES' 401(K) PLAN
80
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
59% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.4M · 95 participants
PAUL ROBERT CHAIR, INC.
PAUL ROBERT CHAIR, INC. 401(K) PROFIT SHARING PLAN
$2.4M · 42 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
