How big is Chartist, Inc.'s plan?

Chartist, Inc.'s plan reported $593K in assets and 3 participants for 2024.

Original filing (PDF)20250805143857NAL0001286931001

Chartist, Inc.

Name: Chartist, Inc. — Chartist, Inc. 401(k) Profit, Form 5500 (2024)
Creator: Chartist, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chartist, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Chartist, Inc.'s Chartist, Inc. 401(k) Profit Sharing Plan held $593K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$593K

Net assets (EOY)

$593K

Plan identifiers

Chartist, Inc.'s EIN is 95-2972961.

EIN 95-2972961

Plan number 001

Plan year 2024

ACK ID 20250805143857NAL0001286931001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Chartist, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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

Helping the score