Charter Senior Living 401(k) Plan
Sponsored by Charter Senior Living, Llc · EIN 811955685 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 1,768
- With balances
- 462
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
| Pension Consultants Inc CRD 113914 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth, Inc. | Investment advisory (plan), Consulting fees | $13,123 |
| Lpl Financial Corporation Rpcp | Investment advisory (plan), Consulting fees | $5,595 |
| Pension Consultants Inc | Investment advisory (plan), Consulting fees | $0 |