Original filing (PDF)20250707080445NAL0005073264001

Charlotte County Marine Service, Inc.

Name: Charlotte County Marine Service, Inc. — Charlotte, Form 5500 (2024)
Creator: Charlotte County Marine Service, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlotte County Marine Service, Inc. 401(k) Plan & Trust

401(k) retirement plan · Charlotte County Marine Service, Inc.'s Charlotte County Marine Service, Inc. 401(k) Plan & Trust held $470K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CHARLOTTE COUNTY MARINE SERVICE, INC.

EIN

04-3806586all filings

Address

4140 WHIDDEN BLVD., SUITE A · PORT CHARLOTTE, FL · 33980

Phone

(941) 625-5454

Industry

Transportation & Warehousing

Plan administrator