# Charter Next Generation, INC. 401(k) Plan
Source: https://planprovider.pro/companies/charter-next-generation-inc-401k-plan

> Charter Next Generation, INC.'s 401(k) plan: 2,385 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Charter Next Generation, INC.

- **Sponsor EIN:** 473019794

- **Sponsor Address:** 300 N LASALLE STREET, CHICAGO, IL, 60654

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

- **Total Participants:** 2,385

- **Total Assets:** $137.7M

## 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:** Yes

## Plan Financials by Year

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

| 2024|2,385|$137.7M|$6.3M|$10.3M|

| 2023|2,025|$115.1M|$5.1M|$8.8M|

| 2022|2,014|$89.0M|$4.6M|$7.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$197,368|—|$197,368|

| GLOBAL RETIREMENT PARTNERS, LLC|INVESTMENT ADVISOR|$39,000|—|$39,000|

| CLIFTONLARSENALLEN LLP|ACCOUNTANT/AUDITOR|$17,010|—|$17,010|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISOR

- [CLIFTONLARSENALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $253,378

- **Estimated Expense Ratio:** 0.184% of plan assets

### 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|$255,378|$41,000|$300|$17,010|—|

| 2023|$257,355|—|$1,200|$46,838|—|

| 2022|$217,142|—|—|—|—|

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

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