Plan Ledger DOL Form 5500 · updated monthly

Charter House Holdings LLC401(k)

CHARTER HOUSE RETIREMENT PLAN · ZEELAND, MI · plan year 2022

Reported admin expense ratio · 2022
0.15%

Charter House Holdings LLC reported $3,002 in plan administrative expenses for 2022: 0.15% of average plan assets, lower than ~75% of peers. 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 manufacturing employers. By assets it is among the smaller plans on file in Michigan (2,402nd of 2,619), and 12,944th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$1,739,943
Participants with balances62
Active participants106
Employer contributions—
Employee contributions$143,152
Employer contribution per active participant—
Average account balance$28,064
Benefits paid to participants$260,752
Plan auditUnmodified (clean) audit opinion
AuditorMEYAARD TOLMAN & VENLET P.C.
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$3,002 · 0.15%
Same employer
Similar plansManufacturing · Michigan
Iwis Mechatronics Inc. MI$1.9M · 0.06%
Barracuda Industries MI$1.8M · 1.35%
Proos Manufacturing, Inc. MI$1.8M · 0.80%
Hart Enterprises, Inc. MI$1.6M · 1.14%
Wmc LLC MI$1.6M · 0.38%
Vconverter Corporation MI$1.6M · 0.12%
Everest Expeditions, LLC MI$1.6M · 1.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201525990 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.