How big is Charter Title LLC's plan?

Charter Title LLC's plan reported $612K in assets and 13 participants for 2024.

Original filing (PDF)20250618155424NAL0004018928001

Charter Title LLC

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

Form 5500-SF

FILING_RECEIVED

Charter Title LLC 401(k) Plan

401(k) retirement plan · Charter Title LLC's Charter Title LLC 401(k) Plan held $612K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$612K

Net assets (EOY)

$612K

People on this filing

Kathy FEAR signed Charter Title LLC's 2024 Form 5500 as plan administrator.

Kathy FEAR — 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 Title LLC's EIN is 46-4691560.

EIN 46-4691560

Plan number 001

Plan year 2024

ACK ID 20250618155424NAL0004018928001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Charter Title LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 TITLE LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

CHARTER TITLE LLC

EIN

all filings

Address

2200 EDENBROOKE COURT · ELDERSBURG, MD · 21784

Phone

(410) 795-5105

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator