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

Active participants

1,342

Total plan assets

$146.0M

Filings (rows)

Direct comp

$170K

Indirect comp

SERVICES PROVIDED

Other service providers6

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Orion ICS, LLC Orion ICS, LLC Profit Sharing Plan · all filings	CARY, NC	Advisor / Consultant	163	$21.9M	$20K	$0
IPAS, Inc. IPAS, Inc. 401(k) Plan · all filings	DURHAM, NC	Other service providers	81	$21.1M	$20K	$0
Orion ICS, LLC Orion ICS, LLC Profit Sharing Plan · all filings	CARY, NC	Advisor / Consultant	249	$20.7M	$20K	$0
Orion ICS, LLC Orion ICS, LLC Profit Sharing Plan · all filings	CARY, NC	Advisor / Consultant	383	$18.7M	$20K	$0
IPAS, Inc. IPAS, Inc. 401(k) Plan · all filings	DURHAM, NC	Other service providers	78	$17.9M	$20K	$0
IPAS, Inc. IPAS, Inc. 401(k) Plan · all filings	DURHAM, NC	Other service providers	82	$16.2M	$20K	$0
NU North America, Inc. NU North America, Inc. 401(k) Plan · all filings	DURHAM, NC	Other service providers	106	$13.9M	$20K	$0
NU North America, Inc. NU North America, Inc. 401(k) Plan · all filings	DURHAM, NC	Other service providers	87	$12.8M	$20K	$0
Rosewood Corporate Investments, Rosewood Family of Companies 401(k) Retirement Plan · all filings	RALEIGH, NC	Other service providers	113	$2.7M	$10K	$0