Charter School Associates, Inc. 401(k) Plan: Login, Facts & Contact Information
Charter School Associates, Inc. 401(k) Login
140 former Charter School Associates, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Charter School Associates, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 1, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.94 million went into the plan in contributions, $330,184 of it from the employer (17%).
- $968,574 was paid out to participants.
- Investment and other income added $1.28 million.
- Administrative expenses were $114,676, about $212 per account.
How the Charter School Associates, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,133 | $5.18 million | $92,188 | $363,695 |
| 2020 | 1,640 | $6.51 million | $208,807 | $636,126 |
| 2021 | 1,777 | $7.94 million | $228,099 | $627,058 |
| 2022 | 1,558 | $7.40 million | $218,244 | $967,806 |
| 2023 | 1,577 | $9.17 million | $236,560 | $928,451 |
| 2024 | 1,658 | $11.3 million | $330,184 | $968,574 |
Charter School Associates, Inc. 401(k) Contact Information
Questions about the Charter School Associates, Inc. 401(k)
Does Charter School Associates, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $330,184, 17% of all contributions.
Does the Charter School Associates, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Charter School Associates, Inc 401(k) plan?
1,658 participants at the start of plan year 2024, 1,382 of them active employees, and 140 former employees who still had money in the plan.
What is the average 401(k) balance at Charter School Associates, Inc?
About $20,947 per account: $11.3 million in plan assets across 540 accounts with a balance at the end of plan year 2024.
Who manages the Charter School Associates, Inc 401(k) accounts?
Transamerica (listed on the filing as TRANSAMERICA RETIREMENT SOLUTIONS) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Charter School Associates, Inc. How do I access my 401(k)?
Your account stays with Transamerica 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.