Plan Ledger DOL Form 5500 · updated monthly

Charter Global, Inc.401(k)

CHARTER 401(K) PLAN · ATLANTA, GA · plan year 2022

Reported admin expense ratio · 2022
0.33%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Charter Global, Inc. reported $13,094 in plan administrative expenses for 2022: 0.33% of average plan assets, below the peer median. Employer contributions averaged $1,422 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Georgia (1,765th of 2,160), and 10,325th of 11,654 in professional & technical services. In 2022, employees put in $4.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,584,260
Participants with balances81
Active participants59
Employer contributions$83,885
Employee contributions$384,107
Employer contribution per active participant$1,422
Average account balance$44,250
Benefits paid to participants$207,802
Plan auditUnmodified (clean) audit opinion
AuditorAGL CPA GROUP, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,675
Investment management$11,419
Total administrative$13,094
The Charter Global, Inc. 401(k) match · 2022
Employer contribution per active participant$1,422
Median for plans this size$1,114

Charter Global, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$13,094 · 0.33%
Similar plansProfessional & Technical Services · Georgia
Virtucom, Inc. GA$3.7M · 0.34%
Selectek Inc GA$3.7M · 0.28%
Hudson Mx GA$3.7M · 0.16%
Rwdc Industries, LLC GA$3.6M · 1.23%
Amr Resources, LLC GA$3.3M · 0.72%
Clark & Washington, PC GA$3.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582117761 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.