How big is Charis Consulting, LLC's plan?

Charis Consulting, LLC's plan reported $5.0M in assets and 96 participants for 2024.

Original filing (PDF)20250715155127NAL0005034818001

Charis Consulting, LLC

Name: Charis Consulting, LLC — Charis Consulting, LLC, Form 5500 (2024)
Creator: Charis Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charis Consulting, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Charis Consulting, LLC's Charis Consulting, LLC 401(k) Profit Sharing Plan held $5.0M in plan assets for 96 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Sandra LEW signed Charis Consulting, LLC's 2024 Form 5500 as plan administrator.

Sandra LEW — 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

Charis Consulting, LLC's EIN is 04-3807256.

EIN 04-3807256

Plan number 001

Plan year 2024

ACK ID 20250715155127NAL0005034818001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charis Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charis Consulting, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARIS CONSULTING, LLC.

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Plan health score

Above-average plan

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