CHARTER WEALTH 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
9
Active participants
1,342
Total plan assets
$146.0M
Filings (rows)
9
Direct comp
$170K
Indirect comp
$0
SERVICES PROVIDED
Other6
Advisor / Consultant3
Top plans served
All 9 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ORION ICS, LLC ORION ICS, LLC PROFIT SHARING PLAN | CARY, NC | Advisor / Consultant INVESTMENT ADVISOR | 163 | $21.9M | $20K |
| IPAS, INC. IPAS, INC. 401(K) PLAN | DURHAM, NC | Other NONE | 81 | $21.1M | $20K |
| ORION ICS, LLC ORION ICS, LLC PROFIT SHARING PLAN | CARY, NC | Advisor / Consultant INVESTMENT ADVISOR | 249 | $20.7M | $20K |
| ORION ICS, LLC ORION ICS, LLC PROFIT SHARING PLAN | CARY, NC | Advisor / Consultant INVESTMENT ADVISOR | 383 | $18.7M | $20K |
| IPAS, INC. IPAS, INC. 401(K) PLAN | DURHAM, NC | Other NONE | 78 | $17.9M | $20K |
| IPAS, INC. IPAS, INC. 401(K) PLAN | DURHAM, NC | Other NONE | 82 | $16.2M | $20K |
| NU NORTH AMERICA, INC. NU NORTH AMERICA, INC. 401(K) PLAN | DURHAM, NC | Other NONE | 106 | $13.9M | $20K |
| NU NORTH AMERICA, INC. NU NORTH AMERICA, INC. 401(K) PLAN | DURHAM, NC | Other NONE | 87 | $12.8M | $20K |
| ROSEWOOD CORPORATE INVESTMENTS, ROSEWOOD FAMILY OF COMPANIES 401(K) RETIREMENT PLAN | RALEIGH, NC | Other INVESTMENT/FINANCIAL ADVI | 113 | $2.7M | $10K |