AUMdb

Charter Homes Building Company 401(k) Profit Sharing Plan

Sponsored by Charter Homes Building Company · EIN 232546580 · Plan #001

Total assets
$15.9M
Net assets
$15.9M
Active participants
281
With balances
285

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
Fulton Financial Advisors Recordkeeping, Consulting (general), Custodial (securities) $57,898