How big is Charterhouse LLC's plan?

Charterhouse LLC's plan reported $394K in assets and 4 participants for 2024.

Original filing (PDF)20250718112620NAL0000765219001

Charterhouse LLC

Name: Charterhouse LLC — Charterhouse LLC 401(k) Plan, Form 5500 (2024)
Creator: Charterhouse LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charterhouse LLC 401(k) Plan

401(k) retirement plan · Charterhouse LLC's Charterhouse LLC 401(k) Plan held $394K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$394K

Net assets (EOY)

$394K

People on this filing

Shirley Horner signed Charterhouse LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Charterhouse LLC's EIN is 84-2838173.

EIN 84-2838173

Plan number 001

Plan year 2024

ACK ID 20250718112620NAL0000765219001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Charterhouse LLC'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 CHARTERHOUSE LLC.

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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