Retirement plan

CHARTMARK INVESTMENTS, INC. RETIREMENT PLAN

Name: CHARTMARK INVESTMENTS, INC. - CHARTMARK INVESTMENTS, INC. RETIREMENT PLAN (2023) Form 5500
Creator: CHARTMARK INVESTMENTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHARTMARK INVESTMENTS, INC. RETIREMENT PLAN, CHARTMARK INVESTMENTS, INC.

CHARTMARK INVESTMENTS, INC.EIN 73-1608669Plan #001PY 2023

2200 SOUTH UTICA PLACE, SUITE 525 - TULSA, OK 74114918-477-7685chartmark.comLinkedIn1-10 employeesfinancial services

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.9M

+41.6% from 2022

Total participants

0.0% from 2022

Average account balance

$626,010

+41.6% from 2022

Annual return

36.21%

+59.50 pp from 2022

Benchmarks

See 36,154 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort36,154 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.40M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$601K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+23.86%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$626,010

$185,905+236.7%

$170,057+268.1%

$139,487+348.8%

Participation rate

75.0%

87.8%-12.8pp

87.0%-12.0pp

80.3%-5.3pp

Annual return

36.21%

60.56%-24.4pp

53.42%-17.2pp

373.84%-337.6pp

Employer contribution / active EE

$2,327

$7,597-69.4%

$6,790-65.7%

$4,755-51.1%

Participant deferral / active EE

$15,690

$11,627+34.9%

$10,411+50.7%

$6,713+133.7%

Admin fee / account holder

$15,397-100.0%

$12,826-100.0%

$11,407-100.0%

CHARTMARK INVESTMENTS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHARTMARK INVESTMENTS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion