How big is Chartmark Investments, Inc.'s plan?

Chartmark Investments, Inc.'s plan reported $2.4M in assets and 4 participants for 2024.

Original filing (PDF)20251014183425NAL0003507425001

Chartmark Investments, Inc.

Name: Chartmark Investments, Inc. — Chartmark Investments, Form 5500 (2024)
Creator: Chartmark Investments, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chartmark Investments, Inc. Retirement Plan

401(k) retirement plan · Chartmark Investments, Inc.'s Chartmark Investments, Inc. Retirement Plan held $2.4M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Chartmark Investments, Inc.'s EIN is 73-1608669.

EIN 73-1608669

Plan number 001

Plan year 2024

ACK ID 20251014183425NAL0003507425001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chartmark Investments, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chartmark Investments, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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