Charter Hr Retirement Savings Plan
Sponsored by Charter Hr, Inc. · EIN 273214766 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 433
- With balances
- 164
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Slavic Mutual Funds Management Corp. CRD 113833 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Slavic Integrated Administration | Recordkeeping, Participant loan processing, Participant communication | $48,877 |
| Slavic Mutual Fund Management Corp | Investment management, Investment management fees (direct) | $11,292 |
| Charter Hr, Inc. | Plan administrator | $5,364 |