Original filing (PDF)20250220154122NAL0005320577001

CHARLOTTE HARBOR WATER ASSOCIATION, INC.

Name: CHARLOTTE HARBOR WATER ASSOCIATION, INC. — CHARLOTTE HARBOR WATER ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: CHARLOTTE HARBOR WATER ASSOCIATION, INC.

Form 5500-SF

FILING_RECEIVED

CHARLOTTE HARBOR WATER ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$749K

Net assets (EOY)

$749K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLOTTE HARBOR WATER ASSOCIATION, INC..

Plan sponsor

Name

CHARLOTTE HARBOR WATER ASSOCIATION, INC.

EIN

59-1155605all filings

Address

2515 HIGHLANDS ROAD · PUNTA GORDA, FL · 33983

Phone

(941) 625-2288

Industry

Utilitiessee all

Plan administrator