Charter Roofing Co., INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Charter Roofing Co., INC.
  • Sponsor EIN: 742123832
  • Sponsor Address: PO BOX 330128, HOUSTON, TX, 772330128
  • Plan Type: DC
  • Total Participants: 18
  • Total Assets: $5.8M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202518$5.8M$166,000$0
202418$5.8M$166,000$0
202315$6.6M$80,000$0
202217$8.0M$152,431$0

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