P 401(k) Plan Report

Stable plan record

CHARTER EQUITY RESEARCH INC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by CHARTER EQUITY RESEARCH INC · EIN/PN 300215093-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,839
Administrative cost per participant
2025
$30
Active participants
2025
4
Total plan assets
2025
$2,280,536
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260529121015NAL00096595550014$2,839
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.