How big is Charterchoice Collaborative (SFA)'s plan?

Charterchoice Collaborative (SFA)'s plan reported $10K in assets and 3 participants for 2025.

Original filing (PDF)20260504220509NAL0000360608057

Charterchoice Collaborative (SFA)

Name: Charterchoice Collaborative (SFA) — Charterchoice, Form 5500 (2025)
Creator: Charterchoice Collaborative (SFA)
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charterchoice Collaborative (SFA) 401(k) Plan

401(k) retirement plan · Charterchoice Collaborative (SFA)'s Charterchoice Collaborative (SFA) 401(k) Plan held $10K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

Plan identifiers

Charterchoice Collaborative (SFA)'s EIN is 46-3501466.

EIN 46-3501466

Plan number 001

Plan year 2025

ACK ID 20260504220509NAL0000360608057

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charterchoice Collaborative (SFA) from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charterchoice Collaborative (SFA)'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARTERCHOICE COLLABORATIVE (SFA).

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

Knocking points off