Sponsor portfolio
CHARTER DILIGENCE GROUP LLC
EIN 84-3872009bankingLatest filing 2025
Plans
1
Retirement
1
$158K assets
Welfare
0
Participants
7
225 HIGH RIDGE ROAD, WEST BUILDING - STAMFORD, CT 06905203-442-6323charterdg.comLinkedIn1-10 employeesbanking
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARTER DILIGENCE GROUP LLC 401(K) PLAN | 401k | $158K | 7 | 2025 |
Retirement plans