Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan
Sponsored by Charter Manufacturing Company, Inc. · EIN 391138388 · Plan #001
- Total assets
- $503M
- Net assets
- $503M
- Active participants
- 2,332
- With balances
- 2,793
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $131,492 |
| Robert W. Baird & Company | Investment advisory (plan) | $75,000 |
| Baker Tilly Us, Llp | Accounting | $18,682 |