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CHARTRE SERVICES, LLC — CHARTRE SERVICES, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251007143630NAL0002547507001
CHARTRE SERVICES, LLC
Form 5500-SF
FILING_RECEIVED
CHARTRE SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
124
Accounts w/ balance
62
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
Plan health score (directional)
74
/ 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
60
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
CHARTRE SERVICES, LLC
.
Find decision makers
Plan sponsor
Name
CHARTRE SERVICES, LLC
EIN
20-2706902
Address
2330 UNIVERSITY AVE. · OXFORD, MS · 38655
Phone
(662) 236-5080
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
2025-10-07
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3H · Sponsor in controlled / affiliated group
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
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Knocking points off
No independent qualified public accountant (IQPA) named.
50% 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.
—
Trustee phone
—
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