Plan Snapshot
- Plan Sponsor: First Charter Financial Corporation
- Sponsor EIN: 592988424
- Sponsor Address: 6108 VILLAGE OAKS DRIVE, SUITE A, PENSACOLA, FL, 32504
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $2.4M | $67,091 | $52,503 |
| 2023 | 3 | $2.3M | $12,850 | $47,892 |
| 2022 | 3 | $1.8M | $65,618 | $43,063 |