How big is Chart Services, Inc.'s plan?

Chart Services, Inc.'s plan reported $2.9M in assets and 16 participants for 2024.

Original filing (PDF)20250429095230NAL0000709890001

Chart Services, Inc.

Name: Chart Services, Inc. — Chart Services, Inc., Form 5500 (2024)
Creator: Chart Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chart Services, Inc. Retirement Plan

401(k) retirement plan · Chart Services, Inc.'s Chart Services, Inc. Retirement Plan held $2.9M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Donna Normand signed Chart Services, Inc.'s 2024 Form 5500 as plan administrator.

Donna Normand — 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

Chart Services, Inc.'s EIN is 37-1591381.

EIN 37-1591381

Plan number 001

Plan year 2024

ACK ID 20250429095230NAL0000709890001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chart Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chart Services, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHART SERVICES, INC..

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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