How big is Charter Technologies LLC's plan?

Charter Technologies LLC's plan reported $1.0M in assets and 1 participants for 2022.

Original filing (PDF)20230626150616NAL0007504594001

Charter Technologies LLC

Name: Charter Technologies LLC — Charter Technologies LLC, Form 5500 (2022)
Creator: Charter Technologies LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charter Technologies LLC 401(k)

401(k) retirement plan · Charter Technologies LLC's Charter Technologies LLC 401(k) held $1.0M in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Scott Bessette signed Charter Technologies LLC's 2022 Form 5500 as plan administrator.

Scott Bessette — 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 Technologies LLC's EIN is 20-4764427.

EIN 20-4764427

Plan number 001

Plan year 2022

ACK ID 20230626150616NAL0007504594001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Charter Technologies LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Charter Technologies 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 TECHNOLOGIES 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

CHARTER TECHNOLOGIES LLC

EIN

all filings

Address

3 W. PICCADILLY ST. · 4TH FLOOR · WINCHESTER, VA · 22601

Phone

(703) 926-0227

Industry

Professional & Technical Services

Plan administrator