Charthop 401(k) Plan
Sponsored by Charthop, Inc. · EIN 371880111 · Plan #001
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 46
- With balances
- 165
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $13,446 |
| Pensionmark Financial Group, Llc | Investment advisory (plan), Consulting fees | $9,319 |