How big is Charlies Place Inc.'s plan?

Charlies Place Inc.'s plan reported $118K in assets and 6 participants for 2024.

Original filing (PDF)20250717163045NAL0000343107001

Charlies Place Inc.

Name: Charlies Place Inc. — Charlies Place Inc. 401(k), Form 5500 (2024)
Creator: Charlies Place Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlies Place Inc. 401(k) Plan

401(k) retirement plan · Charlies Place Inc.'s Charlies Place Inc. 401(k) Plan held $118K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$118K

Net assets (EOY)

$118K

People on this filing

Marcus Bowie signed Charlies Place Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Charlies Place Inc.'s EIN is 04-2519354.

EIN 04-2519354

Plan number 001

Plan year 2024

ACK ID 20250717163045NAL0000343107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charlies Place Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charlies Place Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLIES PLACE INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off