# Charter Contracting Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/charter-contracting-company-llc-401k-plan

> Charter Contracting Company, LLC's 401(k) plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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