David Rehfeldt signed Charter Next Generation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Charter Next Generation, Inc.'s EIN is 47-3019794.
Download the official 2024 Form 5500 (PDF) for Charter Next Generation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Charter Next Generation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $197K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | INVESTMENT ADVISOR | $39K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 IPR | Mutual Funds | — | — | $16.4M | 11.9% | |
| Fidelity Freedom Index 2030 IPR | Mutual Funds | — | — | $14.1M | 10.2% | |
| Fidelity Freedom Index 2040 IPR | Mutual Funds | — | — | $12.9M | 9.3% | |
| Fidelity Freedom Index 2045 IPR | Mutual Funds | — | — | $12.6M | 9.1% | |
| Fidelity Freedom Index 2025 IPR | Mutual Funds | — | — | $11.9M | 8.6% | |
| Fidelity Freedom Index 2050 IPR | Mutual Funds | — | — | $11.4M | 8.3% | |
| Fidelity Freedom Index 2055 IPR | Mutual Funds | — | — | $10.3M | 7.5% | |
| Fidelity Freedom Index 2060 IPR | Mutual Funds | — | — | $9.7M | 7.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $8.0M | 5.8% | |
| MFS Massachusetts Investors Growth Stock Fund | Mutual Funds | — | — | $5.9M | 4.3% | |
| Fidelity Freedom Index 2065 IPR | Mutual Funds | — | — | $3.7M | 2.7% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $3.1M | 2.3% | |
| T. Rowe Price New Horizons Fund | Other securities | — | — | $2.9M | 2.1% | |
| Columbia Dividend Income I3 | Other securities | — | — | $2.1M | 1.5% | |
| INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.5% | |
| Invesco Discovery Fund R6 | Mutual Funds | — | — | $1.6M | 1.2% | |
| ClearBridge International Growth Fund I | Other securities | — | — | $1.4M | 1.0% | |
| Baird Core Plus Inv | Other securities | — | — | $1.3M | 0.9% | |
| Fidelity Freedom Index 2015 IPR | Mutual Funds | — | — | $1.1M | 0.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $959K | 0.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $851K | 0.6% | |
| Fidelity Freedom Index Income IPR | Mutual Funds | — | — | $722K | 0.5% | |
| Fidelity Freedom Index 2020 IPR | Mutual Funds | — | — | $591K | 0.4% | |
| Vanguard Emerging Stock Index Admiral | Mutual Funds | — | — | $540K | 0.4% | |
| Cohen & Steers Real Estate I | Other securities | — | — | $452K | 0.3% | |
| Fidelity Intermediate Treasury Bond Index Fund | U.S. Treasuries | — | — | $418K | 0.3% | |
| Artisan High Income Fund Adv | Other securities | — | — | $311K | 0.2% | |
| Fidelity Global EX U.S. Index Fund | Common Collective Trusts | — | — | $231K | 0.2% | |
| Dodge & Cox Global Bonds Fund | Mutual Funds | — | — | $204K | 0.1% | |
| Fidelity Freedom Index 2070 IPR | Mutual Funds | — | — | $44K | <0.1% |
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 |
|---|---|---|---|---|---|
| CLIFTONLARSENALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $17K | — |
