# First Charter Financial Corporation 401(k) Plan
Source: https://planprovider.pro/companies/first-charter-financial-corporation-401k-plan

> First Charter Financial Corporation's 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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