Charter Brokerage, Llc 401(k) Profit Sharing Plan
Sponsored by Charter Brokerage, Llc · EIN 050562792 · Plan #004
- Total assets
- $31.4M
- Net assets
- $31.4M
- Active participants
- 168
- With balances
- 206
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $85,703 |
| Alliance Benefit Group Of Houston | Contract administrator, Direct payment from the plan, Other services | $5,572 |
| Usca Securities Llc | Other services, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |