# Charter Management Company 401(k) Plan
Source: https://planprovider.pro/companies/charter-management-company-401k-plan

> Charter Management Company's 401(k) plan: 76 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Charter Management Company

- **Sponsor EIN:** 043104313

- **Sponsor Address:** 25 NEW CHARDON ST., BOSTON, MA, 02114

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

- **Total Participants:** 76

- **Total Assets:** $53.1M

## 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.|

| 2024|76|$53.1M|$1.1M|$1.3M|

| 2023|66|$47.2M|$951,042|$1.3M|

| 2022|68|$39.0M|$887,474|$1.1M|

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