How big is Charter House Holdings LLC's plan?

Charter House Holdings LLC's plan reported $2.4M in assets and 100 participants for 2024.

Original filing (PDF)20250613114517NAL0013575715001

Charter House Holdings LLC

Name: Charter House Holdings LLC — Charter House, Form 5500 (2024)
Creator: Charter House Holdings LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charter House Retirement Plan

401(k) retirement plan · Charter House Holdings LLC's Charter House Retirement Plan held $2.4M in plan assets for 100 participants in 2024.

Active participants

100

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Deborah MALM signed Charter House Holdings LLC's 2024 Form 5500 as plan administrator.

Deborah MALM — 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 House Holdings LLC's EIN is 20-1525990.

EIN 20-1525990

Plan number 001

Plan year 2024

ACK ID 20250613114517NAL0013575715001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charter House Holdings LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charter House Holdings LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 HOUSE HOLDINGS LLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score