CHARTER SUPPLY COMPANY, INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
42
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
Plan health score
91
/ 100
Grade A
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
69
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARTER SUPPLY COMPANY, INC..
Plan sponsor
Name
CHARTER SUPPLY COMPANY, INC.
EIN
72-0882458
Address
8100 AMBASSADOR CAFFERY PARKWAY · BROUSSARD, LA · 70518
Phone
(337) 837-2724
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
