What public Form 5500 filings show about the Charles Point LLC 401(k) plan — and how to find and check your own account.
Charles Point LLC (EIN 74-3108948) reports CHARLES POINT LLC 401(K) P/S PLAN on its most recent Form 5500, with $305K in plan assets across 59 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Charles Point LLC filing — schedules, fees, and providers.
Charles Point LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Charles Point LLCHR for the recordkeeper’s name and login.
