Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY L CHARTER A SOLE PROPRIETOR
EIN 47-2241735Agriculture, Forestry, Fishing and HuntingLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
12
822 ALMOND AVENUE - ARBUCKLE, CA 95912530-701-3711
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JEFFREY L CHARTER A SOLE PROPRIETOR 401K PROFIT SHARING PLAN
401k
Assets$935K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFFREY L CHARTER A SOLE PROPRIETOR CASH BALANCE PENSION PLAN
CashBalance
Assets$484K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JEFFREY L CHARTER A SOLE PROPRIETOR 401K PROFIT SHARING PLAN | 401k | $935K | 6 | 2025 | |
| 002 | JEFFREY L CHARTER A SOLE PROPRIETOR CASH BALANCE PENSION PLAN | CashBalance | $484K | 6 | 2024 |
Retirement plans