Charge Enterprises 401(k) match, vesting and fees
What Charge Enterprises' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 398 defined-contribution plans in management of companies and enterprises with 100 to 499 participants.
| Charge Enterprises: employer contribution per participant | $1,569 | |
| Peer median | $2,051 |
| Charge Enterprises: average balance | $62,643 | |
| Peer median | $71,053 |
| Charge Enterprises: admin expenses ÷ assets | 0.42% | |
| Peer median | 0.25% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $20.1M at the end of plan year 2023 to $21.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 426 | $21.4M | $535K | $1,569 | 0.42% | Not published | Form 5500 ↗ |
| 2023 | 301 | $20.1M | $734K | $2,479 | 0.56% | Not published | Form 5500 ↗ |
Common questions
Does Charge Enterprises match 401(k) contributions?
The match terms for the Charge Enterprises, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $535K in employer contributions, about $1,569 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Charge Enterprises 401(k) match vested?
The vesting schedule for the Charge Enterprises, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Charge Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group. The plan administrator is Charge Enterprises, Inc..
I left Charge Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Charge Enterprises, Inc., (703) 283-9475) or the recordkeeper, The Vanguard Group. The Charge Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Charge Enterprises 401(k)
Data from the public Form 5500 annual reports Charge Enterprises filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Charge Enterprises. Not financial advice. Report a correction · Methodology