# Charthop, INC. 401(k) Plan
Source: https://planprovider.pro/companies/charthop-inc-401k-plan

> Charthop, INC.'s 401(k) plan: 46 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Charthop, INC.

- **Sponsor EIN:** 371880111

- **Sponsor Address:** 130 SHORE ROAD NO. 350, PORT WASHINGTON, NY, 11050

- **Plan Type:** 401(k)

- **Total Participants:** 46

- **Total Assets:** $3.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|46|$3.8M|$95,202|$525,507|

| 2023|59|$3.7M|$203,194|$922,290|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| STANCORP FINANCIAL GROUP|NONE|$13,446|—|$13,446|

| PENSIONMARK FINANCIAL GROUP, LLC|NONE|$9,319|—|$9,319|

| FRANK, RIMERMAN + CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [FRANK, RIMERMAN + CO. LLP](https://planprovider.pro/provider/frank-rimerman-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,765

- **Estimated Expense Ratio:** 0.603% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$22,765|$9,319|$13,446|—|—|

| 2023|$18,451|$6,358|$12,093|—|—|

## Similar Plans

- [Andrew Davidson & Co., INC.](https://planprovider.pro/companies/andrew-davidson-co-inc-plan-002) — 46 participants

- [Personal Computers, INC.](https://planprovider.pro/companies/personal-computers-inc-plan) — 47 participants

- [Network And Security Technologies, INC.](https://planprovider.pro/companies/network-and-security-technologies-inc-401k-plan) — 44 participants

- [Aplus Technology & Security Solutions (Aplus Tech) 401k Plan](https://planprovider.pro/companies/aplus-technology-security-solutions-aplus-tech-401k-plan-401k-plan) — 50 participants

- [Ultranauts](https://planprovider.pro/companies/ultranauts-401k-plan) — 51 participants

- [Deep Instinct Usa, INC.](https://planprovider.pro/companies/deep-instinct-usa-inc-401k-plan) — 51 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/charthop-inc-401k-plan)

© 2026 PlanProvider.Pro