Plan Snapshot
- Plan Sponsor: Chartered Holdings INC
- Sponsor EIN: 880280703
- Sponsor Address: 1230 RED ASH LANE, BOULDER, CO, 80303
- Plan Type: DC
- Total Participants: 5
- Total Assets: $3.7M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 5 | $3.7M | $0 | $0 |
| 2024 | 5 | $3.7M | $0 | $0 |
| 2023 | 7 | $3.4M | $0 | $0 |
| 2022 | 4 | $3.0M | $0 | $0 |