PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE CHARTER COMPANIES INC.
Sponsor portfolio

THE CHARTER COMPANIES INC.

EIN 35-1337981-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$7.3M assets
Welfare
1
Participants
10
250 EAST 96TH STREET, SUITE 200 - INDIANAPOLIS, IN 46240317-844-7416
Plans on this EIN
2 filings
#003401k-$7.3M - 8 part#501Self Funded-0 lives

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE CHARTER COMPANIES INC. 401(K) PROFIT SHARING PLAN

401k

Assets$7.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE CHARTER COMPANIES EMPLOYEE GROUP HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003THE CHARTER COMPANIES INC. 401(K) PROFIT SHARING PLAN401k$7.3M82025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE CHARTER COMPANIES EMPLOYEE GROUP HEALTH PLANSelf Funded-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica