Charter Capital Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

Total plan assets

$5.2M

Filings (rows)

Direct comp

$20K

Indirect comp

SERVICES PROVIDED

Investment manager1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
OUT Source Inc. OUT Source Inc. 401(k) Proifit Sharing Plan & Trust · all filings	WAUKESHA, WI	Investment manager	76	$5.2M	$20K	$0