How big is Charis Insurance Group's plan?

Charis Insurance Group's plan reported $583K in assets and 7 participants for 2024.

Original filing (PDF)20250905081140NAL0016941777001

Charis Insurance Group

Name: Charis Insurance Group — Charis Insurance Group, Form 5500 (2024)
Creator: Charis Insurance Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charis Insurance Group 401(k) Plan

401(k) retirement plan · Charis Insurance Group's Charis Insurance Group 401(k) Plan held $583K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$583K

Net assets (EOY)

$583K

Plan identifiers

Charis Insurance Group's EIN is 82-0682180.

EIN 82-0682180

Plan number 001

Plan year 2024

ACK ID 20250905081140NAL0016941777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charis Insurance Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charis Insurance Group'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 CHARIS INSURANCE GROUP.

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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

CHARIS INSURANCE GROUP

EIN

all filings

Address

P.O. BOX 659 · LITITZ, PA · 17543

Phone

(717) 202-8860

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator