How big is Charter Bank's plan?

Charter Bank's plan reported $4.0M in assets and 21 participants for 2024.

Original filing (PDF)20250728151052NAL0002258353001

Charter Bank

Name: Charter Bank — Charter Bank 401(k) Retirement Plan, Form 5500 (2024)
Creator: Charter Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charter Bank 401(k) Retirement Plan

401(k) retirement plan · Charter Bank's Charter Bank 401(k) Retirement Plan held $4.0M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

Charter Bank's EIN is 42-1470586.

EIN 42-1470586

Plan number 001

Plan year 2024

ACK ID 20250728151052NAL0002258353001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Charter Bank's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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