How big is Charter Distributing Co's plan?

Charter Distributing Co's plan reported $1.9M in assets and 44 participants for 2024.

Original filing (PDF)20250630103251NAL0011710497002

Charter Distributing Co

Name: Charter Distributing Co — Charter Distributing, Form 5500 (2024)
Creator: Charter Distributing Co
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charter Distributing Retirement Trust

401(k) retirement plan · Charter Distributing Co's Charter Distributing Retirement Trust held $1.9M in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Plan Sponsor signed Charter Distributing Co's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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 Distributing Co's EIN is 38-2340144.

EIN 38-2340144

Plan number 001

Plan year 2024

ACK ID 20250630103251NAL0011710497002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charter Distributing Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charter Distributing Co'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 DISTRIBUTING CO.

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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