Plan Snapshot
- Plan Sponsor: Charter Communications, INC.
- Sponsor EIN: 841496755
- Sponsor Address: 7820 CRESCENT EXECUTIVE DRIVE, CHARLOTTE, NC, 28217
- Plan Type: 401(k)
- Plan Number: 101
- Total Participants: 0
- Total Assets: $10.2B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $10.2B | $0 | $0 |
| 2023 | 0 | $8.9B | $0 | $0 |
| 2022 | 0 | $7.3B | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FID INV INST OPS CO | Recordkeeper | $5,154,996 | — | $5,154,996 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $4,404,237 | — | $4,404,237 |
| TOWERS WATSON | Other Service Provider | $229,772 | — | $229,772 |
| ARMANINO LLP | Auditor | $77,963 | — | $77,963 |
| STATE STREET GLOBAL ADV | Investment Advisor | $9,973 | — | $9,973 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,876,941
- Estimated Expense Ratio: 0.097% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $9,795,596 | $4,332,865 | — | $77,963 | — |
| 2023 | $9,016,439 | $3,502,724 | — | $72,713 | — |
| 2022 | $9,858,080 | $3,147,210 | — | — | $70,250 |