How big is Chartre Services, LLC's plan?

Chartre Services, LLC's plan reported $6.4M in assets and 124 participants for 2024.

Original filing (PDF)20251007143630NAL0002547507001

Chartre Services, LLC

Name: Chartre Services, LLC — Chartre Services, LLC 401(k), Form 5500 (2024)
Creator: Chartre Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chartre Services, LLC 401(k) Plan

401(k) retirement plan · Chartre Services, LLC's Chartre Services, LLC 401(k) Plan held $6.4M in plan assets for 124 participants in 2024.

Signals · 1

No auditor on file

Active participants

124

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

Plan identifiers

Chartre Services, LLC's EIN is 20-2706902.

EIN 20-2706902

Plan number 001

Plan year 2024

ACK ID 20251007143630NAL0002547507001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chartre Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chartre Services, LLC's plan includes a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARTRE SERVICES, LLC.

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Plan health score

Average plan with room to improve

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 independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score