How big is Charter UP, LLC's plan?

Charter UP, LLC's plan reported $2.5M in assets and 192 participants for 2024.

Original filing (PDF)20250718110057NAL0002335824001

Charter UP, LLC

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

Form 5500-SF

FILING_RECEIVED

Mobility Technologies 401(k) Plan

401(k) retirement plan · Charter UP, LLC's Mobility Technologies 401(k) Plan held $2.5M in plan assets for 192 participants in 2024.

Signals · 1

No auditor on file

Active participants

192

Accounts w/ balance

127

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Marcus Bowie signed Charter UP, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 UP, LLC's EIN is 86-1828588.

EIN 86-1828588

Plan number 001

Plan year 2024

ACK ID 20250718110057NAL0002335824001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Charter UP, 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 CHARTER UP, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score