Original filing (PDF)20250611093545NAL0045062370001

MICHAEL J. CHARLETON JR. CFP CFS INC.

Name: MICHAEL J. CHARLETON JR. CFP CFS INC. — CHARLETON FINANCIAL 401(K) PLAN, Form 5500 (2024)
Creator: MICHAEL J. CHARLETON JR. CFP CFS INC.

Form 5500-SF

FILING_RECEIVED

CHARLETON FINANCIAL 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$754K

Net assets (EOY)

$754K

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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL J. CHARLETON JR. CFP CFS INC..

Plan sponsor

Name

MICHAEL J. CHARLETON JR. CFP CFS INC.

EIN

16-1554555all filings

Address

277 ALEXANDER ST - SUITE 307 · ROCHESTER, NY · 14607

Phone

(585) 244-3050

Industry

Finance & Insurancesee all

Plan administrator