Assets by plan
Share of aggregate retirement assets
Filings through .
Share of aggregate retirement assets
Active + retired + deferred vested
Cash balance
401(k)
Self-funded
Self-funded
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CHARIS HOMES, LLC CASH BALANCE PENSION PLAN | Cash balance | $249K | 5 | 2025 | |
| 004 | CHARIS HOMES, LLC RETIREMENT PLAN | 401(k) | $113K | 9 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHARIS HOMES LLC CHAMBER BENEFIT ARRANGEMENT PLAN | Self-funded | - | $0 | 0 | 2025 | |
| 502 | CHARIS HOMES LLC SOCA BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |