How big is Greater Charlotte Apartment Association's plan?

Greater Charlotte Apartment Association's plan reported $201K in assets and 5 participants for 2024.

Original filing (PDF)20250331142110NAL0008794080001

Greater Charlotte Apartment Association

Name: Greater Charlotte Apartment Association — Form 5500 Plan 001 (2024)
Creator: Greater Charlotte Apartment Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Greater Charlotte Apartment Association 401(k) Plan

401(k) retirement plan · Greater Charlotte Apartment Association's Greater Charlotte Apartment Association 401(k) Plan held $201K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$201K

Net assets (EOY)

$201K

People on this filing

TARA Evans, for TAG Resources signed Greater Charlotte Apartment Association's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Greater Charlotte Apartment Association's EIN is 58-1329178.

EIN 58-1329178

Plan number 001

Plan year 2024

ACK ID 20250331142110NAL0008794080001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Greater Charlotte Apartment Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Greater Charlotte Apartment Association's plan includes 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 GREATER CHARLOTTE APARTMENT ASSOCIATION.

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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 (90th percentile).

Plan sponsor

Name

GREATER CHARLOTTE APARTMENT ASSOCIATION

EIN

all filings

Address

6060 PIEDMONT ROW DRIVE SOUTH #575 · CHARLOTTE, NC · 28287

Phone

(704) 334-9511

Industry

Other Services (ex. Public Admin)

Plan administrator