How big is Charter Adjustments Corporation's plan?

Charter Adjustments Corporation's plan reported $240K in assets and 1 participants for 2022.

Original filing (PDF)20230929074023NAL0017873008001

Charter Adjustments Corporation

Name: Charter Adjustments Corporation — Charter Adjustment, Form 5500 (2022)
Creator: Charter Adjustments Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charter Adjustments Corporation 401(k) Plan

401(k) retirement plan · Charter Adjustments Corporation's Charter Adjustments Corporation 401(k) Plan held $240K in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$240K

Net assets (EOY)

$240K

Plan identifiers

Charter Adjustments Corporation's EIN is 95-3946027.

EIN 95-3946027

Plan number 001

Plan year 2022

ACK ID 20230929074023NAL0017873008001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Charter Adjustments Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Charter Adjustments Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CHARTER ADJUSTMENTS CORPORATION

EIN

all filings

Address

78206 VARNER ROAD, SUITE 132 · PALM DESERT, CA · 92211

Phone

(818) 407-4040

Industry

Admin Support & Waste Mgmt

Plan administrator