Civic Intelligence

CHARTER DILIGENCE GROUP LLC

Plan context: CHARTER DILIGENCE GROUP LLC 401(K) PLAN

EIN 84-3872009 • Stamford, CT • 4 filings • 1 plans

225 High Ridge RoadWest BuildingStamford, CT 06905
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$158,377

2025 Contributions

$63,156

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$158,377$79,189$0202220242025YearValue
$158,377Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

840202220242025YearValue
5Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202515$158,377$63,156$12,631iApproximate average salary by contribution assumption: employee only about $315,780 at 4% or $210,520 at 6%; with 50% employer match about $210,520 at 4% or $140,347 at 6%; with 100% employer match about $157,890 at 4% or $105,260 at 6%.
CHARTER DILIGENCE GROUP LLC 401(K) PLAN-5$158,377$63,156$12,631iApproximate average salary by contribution assumption: employee only about $315,780 at 4% or $210,520 at 6%; with 50% employer match about $210,520 at 4% or $140,347 at 6%; with 100% employer match about $157,890 at 4% or $105,260 at 6%.
202418$152,432$75,177$9,397iApproximate average salary by contribution assumption: employee only about $234,928 at 4% or $156,619 at 6%; with 50% employer match about $156,619 at 4% or $104,413 at 6%; with 100% employer match about $117,464 at 4% or $78,309 at 6%.
CHARTER DILIGENCE GROUP LLC 401(K) PLAN-8$152,432$75,177$9,397iApproximate average salary by contribution assumption: employee only about $234,928 at 4% or $156,619 at 6%; with 50% employer match about $156,619 at 4% or $104,413 at 6%; with 100% employer match about $117,464 at 4% or $78,309 at 6%.
202317$67,336$40,201$5,743iApproximate average salary by contribution assumption: employee only about $143,575 at 4% or $95,717 at 6%; with 50% employer match about $95,717 at 4% or $63,811 at 6%; with 100% employer match about $71,788 at 4% or $47,858 at 6%.
CHARTER DILIGENCE GROUP LLC 401(K) PLAN-7$67,336$40,201$5,743iApproximate average salary by contribution assumption: employee only about $143,575 at 4% or $95,717 at 6%; with 50% employer match about $95,717 at 4% or $63,811 at 6%; with 100% employer match about $71,788 at 4% or $47,858 at 6%.
202215$44,955$47,607$9,521iApproximate average salary by contribution assumption: employee only about $238,035 at 4% or $158,690 at 6%; with 50% employer match about $158,690 at 4% or $105,793 at 6%; with 100% employer match about $119,018 at 4% or $79,345 at 6%.
CHARTER DILIGENCE GROUP LLC 401(K) PLAN-5$44,955$47,607$9,521iApproximate average salary by contribution assumption: employee only about $238,035 at 4% or $158,690 at 6%; with 50% employer match about $158,690 at 4% or $105,793 at 6%; with 100% employer match about $119,018 at 4% or $79,345 at 6%.