How big is Charter Roofing Co Inc.'s plan?

Charter Roofing Co Inc.'s plan reported $2.3M in assets and 19 participants for 2024.

Original filing (PDF)20250630173232NAL0029173074001

Charter Roofing Co Inc.

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

Form 5500-SF

FILING_RECEIVED

Charter Roofing Co Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Charter Roofing Co Inc.'s Charter Roofing Co Inc. 401(k) Profit Sharing Plan & Trust held $2.3M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Nick Rice signed Charter Roofing Co Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — 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 Roofing Co Inc.'s EIN is 74-2123832.

EIN 74-2123832

Plan number 001

Plan year 2024

ACK ID 20250630173232NAL0029173074001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Charter Roofing Co Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ROOFING CO 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