What public Form 5500 filings show about the One Charles Private Wealth Services, LLC 401(k) plan — and how to find and check your own account.
One Charles Private Wealth Services, LLC (EIN 81-4753725) reports ONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN on its most recent Form 5500, with $1.2M in plan assets across 9 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 One Charles Private Wealth Services, LLC filing — schedules, fees, and providers.
One Charles Private Wealth Services, 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 One Charles Private Wealth Services, LLCHR for the recordkeeper’s name and login.
