Chartmetric, Inc. 401(k) Plan: Login, Facts & Contact Information

Chartmetric, Inc. 401(k) Plan Facts

Plan name
CHARTMETRIC, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CHARTMETRIC, INC.
Participants
35 (29 active employees)
Plan assets
$1,090,708 at Dec 31, 2024
Average account balance
$24,238 across 45 accounts
Employer contributions
$114,531 in plan year 2024 (39% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2019
✓ 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-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Apr 12, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $295,689 went into the plan in contributions, $114,531 of it from the employer (39%).
  • $18,557 was paid out to participants.
  • Investment and other income added $146,208.

How the Chartmetric, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20190$84,331$20,342$0
202014$244,567$54,120$50,123
202124$408,637$72,983$99,350
202227$424,887$91,632$148,506
202328$668,657$90,852$107,844
202435$1.09 million$114,531$18,557

Chartmetric, Inc. 401(k) Contact Information

Phone
650-605-3428
Mailing address
72 E 3RD AVE, SAN MATEO CA 94401
Plan sponsor
CHARTMETRIC, INC.
Plan administrator
GUIDELINE RK, LLC
Employer identification number (EIN)
47-5249930
Plan number
001

Questions about the Chartmetric, Inc. 401(k)

Does Chartmetric, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $114,531, 39% of all contributions.

Does the Chartmetric, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Chartmetric, Inc 401(k) plan?

35 participants at the start of plan year 2024, 29 of them active employees.

What is the average 401(k) balance at Chartmetric, Inc?

About $24,238 per account: $1.09 million in plan assets across 45 accounts with a balance at the end of plan year 2024.

Who manages the Chartmetric, Inc 401(k) accounts?

Guideline is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Guideline 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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