Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARTER ROOFING CO., INC.
EIN 74-2123832facilities servicesLatest filing 2025
Plans
2
Retirement
2
$8.2M assets
Welfare
0
Participants
43
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.2M assets / 43 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#002
CHARTER ROOFING CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$5.8M
Participants19
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CHARTER ROOFING CO INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.5M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CHARTER ROOFING CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $5.8M | 19 | 2025 | |
| 001 | CHARTER ROOFING CO INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.5M | 24 | 2025 |
Retirement plans