How big is Charter Experts LLC's plan?

Charter Experts LLC's plan reported $4 in assets for 2022.

Original filing (PDF)20230629132139NAL0004476675001

Charter Experts LLC

Name: Charter Experts LLC — Charter Experts LLC 401(k), Form 5500 (2022)
Creator: Charter Experts LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charter Experts LLC 401(k) Plan

401(k) retirement plan · Charter Experts LLC's Charter Experts LLC 401(k) Plan reported $4 in plan assets in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Melody Delgado signed Charter Experts LLC's 2022 Form 5500 as plan administrator.

Melody Delgado — 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 Experts LLC's EIN is 20-5647006.

EIN 20-5647006

Plan number 001

Plan year 2022

ACK ID 20230629132139NAL0004476675001

Official Form 5500 document

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

Download the official 2022 Form 5500 (PDF)

Plan features

Charter Experts 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 EXPERTS LLC.

Finding similar companies…

Plan health score

Above-average plan

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