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Sponsor portfolio

CHARTERED INTERNATIONAL, LLP

EIN 82-4688236-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
42
1211 N. PACIFIC AVE. - GLENDALE, CA 91202818-662-8880
Plans on this EIN
2 filings
#002TraditionalDB-$594K - 23 part#001401k-$479K - 19 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 42 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • DEFINED BENEFIT PENSION (#002)55%
  • PROFIT SHARING PLAN (#001)45%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#002)23
  • PROFIT SHARING PLAN (#001)19
Total 42Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CHARTERED INTERNATIONAL, L.L.P. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$594K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CHARTERED INTERNATIONAL, L.L.P. 401(K) PROFIT SHARING PLAN

401k

Assets$479K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CHARTERED INTERNATIONAL, L.L.P. DEFINED BENEFIT PENSION PLANTraditionalDB$594K232024
001CHARTERED INTERNATIONAL, L.L.P. 401(K) PROFIT SHARING PLAN401k$479K192024
Retirement plans
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