Form 5500 Search
Back to filter
Original filing (PDF)20231005122020NAL0013473043001

CHARTER CONSTRUCTION, INC.

Form 5500
FILING_RECEIVED
CHARTER CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
211
Accounts w/ balance
279
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARTER CONSTRUCTION, INC..
Plan sponsor
Name
CHARTER CONSTRUCTION, INC.
EIN
91-1204656
Address
980 S HARNEY STREET · SEATTLE, WA · 98108
Phone
(206) 382-1900
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-05
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
MOSS ADAMS LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
UBS51-0120742—INVESTMENT MANAGEMENT$32K—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

Related plans

Other plans using UBS
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
$12.5B
HP INC.
HP INC. MASTER TRUST
$5.4B
MEDTRONIC, INC.
MEDTRONIC RETIREMENT PLAN MASTER TRUST
$4.0B
MARATHON ASSET MANAGEMENT LIMITED
MARATHON-LONDON INTERNATIONAL FUND
$3.9B
BAE SYSTEMS, INC.
BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN
$3.2B · 7,278 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
Similar-size Construction plans
BOARD OF TRUSTEES SHEET METAL, AIR YOUNGSTOWN DISTRICT
SHEET METAL, AIR, RAIL & TRANSPORTATION ASSOC. LOCAL NO. 33 YOUNGSTOWN DISTRICT HEALTH AND WELFARE FUND
$14.2M · 217 participants
CALIFORNIA PACIFIC HOMES, INC.
CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN
$14.2M · 39 participants
ROGERS & SONS, INC.
ROGERS & SONS, INC. 401(K) PROFIT SHARING PLAN
$14.2M · 66 participants
CPG BEYOND, INC.
CPG BEYOND, INC. 401(K) PLAN
$14.1M · 248 participants
ALARIS HOMES, INC.
THE CARROLL COMPANIES 401(K) PS PLAN
$14.3M · 361 participants
THE HAMSTRA GROUP, INC.
THE HAMSTRA GROUP, INC. 401(K) RETIREMENT PLAN
$14.1M · 92 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants