Plan Snapshot
- Plan Sponsor: Chartered Advisory Group INC
- Sponsor EIN: 233063723
- Sponsor Address: 130 COMMONS CT, CHADDS FORD, PA, 193179724
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 6 | $1.6M | $18,468 | $57,070 |
| 2023 | 6 | $1.2M | $4,809 | $5,730 |
| 2022 | 6 | $1.0M | $19,483 | $53,939 |