How big is The Charlton Group Inc.'s plan?

The Charlton Group Inc.'s plan reported $1.1M in assets and 11 participants for 2024.

Original filing (PDF)20250623115015NAL0009135648001

The Charlton Group Inc.

Name: The Charlton Group Inc. — The Charlton Group Inc., Form 5500 (2024)
Creator: The Charlton Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Charlton Group Inc. 401(k) Plan

401(k) retirement plan · The Charlton Group Inc.'s The Charlton Group Inc. 401(k) Plan held $1.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Julia Peneda signed The Charlton Group Inc.'s 2024 Form 5500 as plan administrator.

Julia Peneda — 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

The Charlton Group Inc.'s EIN is 04-3255971.

EIN 04-3255971

Plan number 001

Plan year 2024

ACK ID 20250623115015NAL0009135648001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Charlton Group 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 THE CHARLTON GROUP 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

Helping the score