How big is Charter Mechanical's plan?

Charter Mechanical's plan reported $21.2M in assets and 96 participants for 2024.

Original filing (PDF)20250731173635NAL0008964064001

Charter Mechanical

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

Form 5500-SF

FILING_RECEIVED

Charter Mechanical 401(k) Profit Sharing Plan

401(k) retirement plan · Charter Mechanical's Charter Mechanical 401(k) Profit Sharing Plan held $21.2M in plan assets for 96 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.2M

Net assets (EOY)

$21.2M

People on this filing

Peter Lowry signed Charter Mechanical's 2024 Form 5500 as plan administrator.

Peter Lowry — 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 Mechanical's EIN is 56-2603961.

EIN 56-2603961

Plan number 001

Plan year 2024

ACK ID 20250731173635NAL0008964064001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Charter Mechanical's plan includes 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 MECHANICAL.

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Plan health score

Above-average plan

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

Knocking points off