Elizabeth Lipinski signed Charter Contracting Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Charter Contracting Company, LLC's EIN is 47-2200775.
Download the official 2024 Form 5500 (PDF) for Charter Contracting Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Charter Contracting Company, LLC's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.8M | 20.6% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $3.8M | 20.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.7M | 14.6% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $2.7M | 14.6% | |
| Participant Loans | Participant loans | — | — | $1.3M | 7.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.3M | 7.1% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $1.1M | 6.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.1M | 6.1% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $1.1M | 6.1% | |
| T. Rowe Price Funds | Other securities | — | — | $1.0M | 5.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.0M | 5.4% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $860K | 4.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $860K | 4.6% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $794K | 4.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $794K | 4.3% | |
| Principal Life Insurance Company | Common Stocks | — | — | $792K | 4.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $792K | 4.2% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $667K | 3.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $667K | 3.6% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $550K | 2.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $550K | 2.9% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $536K | 2.9% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $536K | 2.9% | |
| Fidelity Investments | Mutual Funds | — | — | $432K | 2.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $431K | 2.3% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $346K | 1.9% | |
| Fidelity Investments | Mutual Funds | — | — | $337K | 1.8% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $230K | 1.2% | |
| PGIM Investments | Other securities | — | — | $227K | 1.2% | |
| Principal Life Insurance Company | Common Stocks | — | — | $194K | 1.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $194K | 1.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $177K | 0.9% | |
| Principal Life Insurance Company | Common Stocks | — | — | $177K | 0.9% | |
| Principal Life Insurance Company | Common Stocks | — | — | $106K | 0.6% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $101K | 0.5% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $101K | 0.5% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $94K | 0.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $94K | 0.5% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $55K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $55K | 0.3% | |
| The American Funds | Mutual Funds | — | — | $49K | 0.3% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $49K | 0.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | — | $47K | 0.2% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $47K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 46-2648231 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
