How big is Preferred Charters LLC's plan?

Preferred Charters LLC's plan reported $151K in assets and 17 participants for 2024.

Original filing (PDF)20250922171542NAL0004917489001

Preferred Charters LLC

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

Form 5500-SF

FILING_RECEIVED

Preferred Charters LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Preferred Charters LLC's Preferred Charters LLC 401(k) Profit Sharing Plan held $151K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$151K

Net assets (EOY)

$151K

Plan identifiers

Preferred Charters LLC's EIN is 20-4054572.

EIN 20-4054572

Plan number 001

Plan year 2024

ACK ID 20250922171542NAL0004917489001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Preferred Charters LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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