Original filing (PDF)20250430090219NAL0002466432001

CHARTER FINANCIAL GROUP OF CAROLINA

Name: CHARTER FINANCIAL GROUP OF CAROLINA — CHARTER FINANCIAL GROUP OF CAROLINA 401K PLAN, Form 5500 (2024)
Creator: CHARTER FINANCIAL GROUP OF CAROLINA

Form 5500-SF

FILING_RECEIVED

CHARTER FINANCIAL GROUP OF CAROLINA 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARTER FINANCIAL GROUP OF CAROLINA.

Plan sponsor

Name

CHARTER FINANCIAL GROUP OF CAROLINA

EIN

87-2624629all filings

Address

578 HERITAGE DOWNS DRIVE · CONWAY, SC · 29526

Phone

(843) 855-4910

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator