How big is Chartmate LLC's plan?

Chartmate LLC's plan reported $34K in assets and 25 participants for 2024.

Original filing (PDF)20250801103820NAL0015661154089

Chartmate LLC

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

Form 5500-SF

FILING_RECEIVED

Chartmate 401(k) Plan

401(k) retirement plan · Chartmate LLC's Chartmate 401(k) Plan held $34K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

People on this filing

QIAN LIU signed Chartmate LLC's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Chartmate LLC's EIN is 92-2825225.

EIN 92-2825225

Plan number 001

Plan year 2024

ACK ID 20250801103820NAL0015661154089

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Chartmate 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 CHARTMATE LLC.

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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