How big is Charter Diligence Group LLC's plan?

Charter Diligence Group LLC's plan reported $158K in assets and 7 participants for 2025.

Original filing (PDF)20260424220233NAL0003441795029

Charter Diligence Group LLC

Name: Charter Diligence Group LLC — Charter Diligence, Form 5500 (2025)
Creator: Charter Diligence Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charter Diligence Group LLC 401(k) Plan

401(k) retirement plan · Charter Diligence Group LLC's Charter Diligence Group LLC 401(k) Plan held $158K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$158K

Net assets (EOY)

$158K

Plan identifiers

Charter Diligence Group LLC's EIN is 84-3872009.

EIN 84-3872009

Plan number 001

Plan year 2025

ACK ID 20260424220233NAL0003441795029

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charter Diligence Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charter Diligence Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 DILIGENCE GROUP 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

Knocking points off