Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

CHARLESBANK CAPITAL PARTNERS, LLC 401(k) Plan

What public Form 5500 filings show about the CHARLESBANK CAPITAL PARTNERS, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$34.2M
Participants
179
Plans on file
1

The CHARLESBANK CAPITAL PARTNERS, LLC 401(k) on its latest Form 5500

CHARLESBANK CAPITAL PARTNERS, LLC (EIN 04-3419769) reports CHARLESBANK CAPITAL PARTNERS, LLC PROFIT SHARING/401(K) PLAN on its most recent Form 5500, with $34.2M in plan assets across 179 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 CHARLESBANK CAPITAL PARTNERS, LLC filing — schedules, fees, and providers.

Who runs the CHARLESBANK CAPITAL PARTNERS, LLC 401(k)?

CHARLESBANK CAPITAL PARTNERS, 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 CHARLESBANK CAPITAL PARTNERS, LLCHR for the recordkeeper’s name and login.

How to check your CHARLESBANK CAPITAL PARTNERS, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask CHARLESBANK CAPITAL PARTNERS, LLC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: CHARLESBANK CAPITAL PARTNERS, LLC — all Form 5500 filings (EIN 04-3419769) · Massachusetts employer EIN lookup · Form 5500 search
CHARLESBANK CAPITAL PARTNERS, LLC 401(k) Plan — Form 5500