How big is Charter Internal Medicine, LLC's plan?

Charter Internal Medicine, LLC's plan reported $3.6M in assets and 6 participants for 2025.

Original filing (PDF)20260401085145NAL0001692272001

Charter Internal Medicine, LLC

Name: Charter Internal Medicine, LLC — Charter Internal, Form 5500 (2025)
Creator: Charter Internal Medicine, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charter Internal Medicine, LLC 401(k) Retirement Plan

401(k) retirement plan · Charter Internal Medicine, LLC's Charter Internal Medicine, LLC 401(k) Retirement Plan held $3.6M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Jonathan Fish signed Charter Internal Medicine, LLC's 2025 Form 5500 as plan administrator.

Jonathan Fish — 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 Internal Medicine, LLC's EIN is 52-1507692.

EIN 52-1507692

Plan number 001

Plan year 2025

ACK ID 20260401085145NAL0001692272001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charter Internal Medicine, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charter Internal Medicine, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 INTERNAL MEDICINE, 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 (93rd percentile).

Plan sponsor

Name

CHARTER INTERNAL MEDICINE, LLC

EIN

all filings

Address

2470 LONGSTONE LANE · SUITE I · MARRIOTTSVILLE, MD · 21104

Phone

(410) 910-2300

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator