Plan Snapshot
- Plan Sponsor: Charter Management Company
- Sponsor EIN: 043104313
- Sponsor Address: 25 NEW CHARDON ST., BOSTON, MA, 02114
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 92
- Total Assets: $59.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2025 | 92 | $59.7M | $0 | $0 |
| 2024 | 76 | $53.1M | $1.1M | $1.3M |
| 2023 | 66 | $47.2M | $951,042 | $1.3M |
| 2022 | 68 | $39.0M | $887,474 | $1.1M |