Plan Snapshot
- Plan Sponsor: Charter One, LLC
- Sponsor EIN: 823735558
- Sponsor Address: 6913 E. REMBRANDT AVE, MESA, AZ, 85212
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,141
- Total Assets: $23.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 3,141 | $23.2M | $1.9M | $4.3M |
| 2022 | 2,366 | $14.9M | $1.3M | $3.3M |
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