Charter Manufacturing Company, Inc. 401(k) Plan: Login, Facts & Contact Information

Charter Manufacturing Company, Inc. 401(k) Plan Facts

Plan name
CHARTER MANUFACTURING COMPANY, INC. PROFIT SHARING & RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CHARTER MANUFACTURING COMPANY, INC.
Participants
2,908 (2,332 active employees)
Former employees with a balance
535
Plan assets
$503,278,380 at Dec 31, 2024
Average account balance
$180,193 across 2,793 accounts
Employer contributions
$14,940,988 in plan year 2024 (39% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 15, 1955
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 16, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $38.8 million went into the plan in contributions, $14.9 million of it from the employer (39%).
  • $45.1 million was paid out to participants.
  • Investment and other income added $55.2 million.
  • Administrative expenses were $225,174, about $81 per account.

How the Charter Manufacturing Company, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,374$425.9 million$10.4 million$25.1 million
20202,324$427.3 million$4.51 million$69.3 million
20212,328$454.7 million$13.7 million$56.2 million
20222,440$388.8 million$14.6 million$36.4 million
20232,872$454.6 million$16.0 million$35.4 million
20242,908$503.3 million$14.9 million$45.1 million

Charter Manufacturing Company, Inc. 401(k) Contact Information

Phone
262-243-4727
Mailing address
12121 CORPORATE PARKWAY, MEQUON WI 53092
Plan sponsor
CHARTER MANUFACTURING COMPANY, INC.
Employer identification number (EIN)
39-1138388
Plan number
001

Questions about the Charter Manufacturing Company, Inc. 401(k)

Does Charter Manufacturing Company, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $14.9 million, 39% of all contributions.

Does the Charter Manufacturing Company, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Charter Manufacturing Company, Inc 401(k) plan?

2,908 participants at the start of plan year 2024, 2,332 of them active employees, and 535 former employees who still had money in the plan.

What is the average 401(k) balance at Charter Manufacturing Company, Inc?

About $180,193 per account: $503.3 million in plan assets across 2,793 accounts with a balance at the end of plan year 2024.

Who manages the Charter Manufacturing Company, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Charter Manufacturing Company, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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