# Chartered Holdings INC DC Plan
Source: https://planprovider.pro/companies/chartered-holdings-inc-plan

> Chartered Holdings INC's DC plan: 5 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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