# New Charter Technologies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/new-charter-technologies-inc-401k-plan

> New Charter Technologies, INC.'s 401(k) plan: 898 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New Charter Technologies, INC.

- **Sponsor EIN:** 842903212

- **Sponsor Address:** 3801 E FLORIDA AVE #815, DENVER, CO, 80210

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

- **Total Participants:** 898

- **Total Assets:** $55.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|898|$55.8M|$2.5M|$4.3M|

| 2023|887|$39.5M|$2.0M|$3.5M|

| 2022|409|$11.0M|$828,766|$1.5M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$109,107|—|$109,107|

| MMA SECURITIES LLC|INVESTMENT ADVISOR|$72,197|—|$72,197|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$41,996|—|$41,996|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $223,300

- **Estimated Expense Ratio:** 0.400% 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|$212,098|$102,991|—|—|—|

| 2023|$156,807|$76,713|—|—|—|

| 2022|$36,968|$24,572|$10,946|—|—|

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