# Charter Construction, INC. 401(k) Plan
Source: https://planprovider.pro/companies/charter-construction-inc-401k-plan-001-3941

> Charter Construction, INC.'s 401(k) plan: 513 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Charter Construction, INC.

- **Sponsor EIN:** 621043941

- **Sponsor Address:** 4504 KENTUCKY AVENUE, NASHVILLE, TN, 37209

- **Plan Type:** 401(k)

- **Total Participants:** 513

- **Total Assets:** $7.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|513|$7.3M|$330,350|$733,708|

| 2023|727|$5.8M|$360,484|$730,043|

| 2022|588|$4.0M|$303,336|$645,517|

## 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|

| LBMC PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LBMC PC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$80,853|—|$80,853|—|—|

| 2023|$58,346|—|$58,346|—|—|

| 2022|$45,858|—|$45,858|—|—|

## Similar Plans

- [Bldr Holdings, INC.](https://planprovider.pro/companies/bldr-holdings-inc-plan-002) — 161 participants

- [Regent Homes LLC](https://planprovider.pro/companies/regent-homes-llc-401k-plan) — 49 participants

- [Ole South Holdings, INC](https://planprovider.pro/companies/ole-south-holdings-inc-plan) — 41 participants

- [M3s Investments INC.](https://planprovider.pro/companies/m3s-investments-inc-plan) — 31 participants

- [Wtr, LLC](https://planprovider.pro/companies/wtr-llc-401k-plan) — 8 participants

- [Tkmg Enterprises INC](https://planprovider.pro/companies/tkmg-enterprises-inc-401k-plan) — 3 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/charter-construction-inc-401k-plan-001-3941)

© 2026 PlanProvider.Pro