P 401(k) Plan Report

Stable plan record

CHARTED COURSE ADVISORS 401(K) PLAN

Sponsored by CHARTED COURSE ADVISORS · EIN/PN 820684715-001

Selected filing history

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

Employer money per active participant
2025
Not reported
Administrative cost per participant
2025
$998
Active participants
2025
2
Total plan assets
2025
$536,838
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260416140736NAL00124416990012Not reported
Public filing identifier

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