Sarah Bernhardt signed New Charter Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Charter Technologies, Inc.'s EIN is 84-2903212.
Download the official 2024 Form 5500 (PDF) for New Charter Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New Charter Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $109K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index | Common Collective Trusts | — | — | $10.4M | 18.6% | |
| American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $6.2M | 11.1% | |
| American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $5.3M | 9.5% | |
| American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $5.2M | 9.3% | |
| American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $3.9M | 6.9% | |
| American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $3.3M | 5.9% | |
| Jpmorgan Large Cap Growth R6 | Other securities | — | — | $2.5M | 4.4% | |
| Fidelity International Index | Mutual Funds | — | — | $2.4M | 4.3% | |
| American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $1.9M | 3.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.8M | 3.2% | |
| Fidelity Us Bond Index | Mutual Funds | — | — | $1.5M | 2.8% | |
| Jpmorgan U.s. Value R6 | Other securities | — | — | $1.5M | 2.7% | |
| Fixed Account * Empower Investments EI Fixed Account - Series Class I | Other securities | — | — | $1.3M | 2.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.3M | 2.3% | |
| American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $1.2M | 2.2% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $1.0M | 1.8% | |
| Pimco Income Instl | Mutual Funds | — | — | $713K | 1.3% | |
| American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $676K | 1.2% | |
| various maturity dates through November 2047 - | Other securities | — | — | $618K | 1.1% | |
| Mfs Mid Cap Value R6 | Mutual Funds | — | — | $430K | 0.8% | |
| Jpmorgan Core Bond R6 | Other securities | — | — | $398K | 0.7% | |
| American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $358K | 0.6% | |
| Cohen & Steers Realty Shares Z | Other securities | — | — | $330K | 0.6% | |
| Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $310K | 0.6% | |
| Pimco Real Return Instl | Mutual Funds | — | — | $295K | 0.5% | |
| Allspring Special Small Cap Value R6 | Mutual Funds | — | — | $276K | 0.5% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $238K | 0.4% | |
| Mfs Intl Diversification R6 | Mutual Funds | — | — | $187K | 0.3% | |
| American Funds 2070 Trgt Date Retire R6 | Mutual Funds | — | — | $156K | 0.3% | |
| American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $35K | <0.1% | |
| Interest-Bearing Cash Forfeiture account - | Cash / Money Market | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $72K |
| — |
