Original filing (PDF)20251013232349NAL0002054017001

Pontarelli Group Charter and All About Charters, Inc.

Name: Pontarelli Group Charter and All About Charters, Inc. — Form 5500 Plan 001 (2024)
Creator: Pontarelli Group Charter and All About Charters, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pontarelli Companies 401(k) Plan

401(k) retirement plan · Pontarelli Group Charter and All About Charters, Inc.'s Pontarelli Companies 401(k) Plan held $245K in plan assets for 90 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

Plan identifiers

Pontarelli Group Charter and All About Charters, Inc.'s EIN is 36-3916052.

EIN 36-3916052

Plan number 001

Plan year 2024

ACK ID 20251013232349NAL0002054017001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pontarelli Group Charter and All About Charters, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pontarelli Group Charter and All About Charters, Inc.'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 PONTARELLI GROUP CHARTER AND ALL ABOUT CHARTERS, INC..

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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

Knocking points off