How big is Charter Realty's plan?

Charter Realty's plan reported $457K in assets and 8 participants for 2024.

Original filing (PDF)20251014110731NAL0003742464001

Charter Realty

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

Form 5500-SF

FILING_RECEIVED

Charter Realty 401(k) Profit Sharing Plan

401(k) retirement plan · Charter Realty's Charter Realty 401(k) Profit Sharing Plan held $457K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$457K

Net assets (EOY)

$457K

Plan identifiers

Charter Realty's EIN is 47-5529277.

EIN 47-5529277

Plan number 001

Plan year 2024

ACK ID 20251014110731NAL0003742464001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Charter Realty's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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