How big is Newton and Rochelle Becker Chari's plan?

Newton and Rochelle Becker Chari's plan reported $2.3M in assets and 8 participants for 2025.

Original filing (PDF)20260521165128NAL0005405106001

Newton and Rochelle Becker Chari

Name: Newton and Rochelle Becker Chari — Newton and, Form 5500 (2025)
Creator: Newton and Rochelle Becker Chari
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newton and Rochelle Becker Charitable Trust 401(k) Plan

401(k) retirement plan · Newton and Rochelle Becker Chari's Newton and Rochelle Becker Charitable Trust 401(k) Plan held $2.3M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Jason Porth signed Newton and Rochelle Becker Chari's 2025 Form 5500 as plan administrator.

Jason Porth — 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

Newton and Rochelle Becker Chari's EIN is 20-3822168.

EIN 20-3822168

Plan number 001

Plan year 2025

ACK ID 20260521165128NAL0005405106001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Newton and Rochelle Becker Chari from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Newton and Rochelle Becker Chari'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 NEWTON AND ROCHELLE BECKER CHARI.

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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