Plan Snapshot
- Plan Sponsor: Charter Contracting Company, LLC
- Sponsor EIN: 472200775
- Sponsor Address: 500 HARRISON AVE, BOSTON, MA, 021182436
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $18.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 121 | $18.7M | $813,349 | $1.3M |
| 2023 | 88 | $16.4M | $359,872 | $1.1M |
| 2022 | 94 | $12.7M | $398,764 | $1.0M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
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 | $50,189 | — | $50,189 | — | — |
| 2023 | $44,642 | — | $44,642 | — | — |
| 2022 | $43,440 | — | $43,440 | — | — |