How big is Charles Services, LLC's plan?

Charles Services, LLC's plan reported $1.7M in assets and 45 participants for 2024.

Original filing (PDF)20250710151825NAL0006699185001

Charles Services, LLC

Name: Charles Services, LLC — Charles Services, LLC 401(k), Form 5500 (2024)
Creator: Charles Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles Services, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Charles Services, LLC's Charles Services, LLC 401(k) Profit Sharing Plan held $1.7M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Charles Services, LLC's EIN is 16-1582859.

EIN 16-1582859

Plan number 001

Plan year 2024

ACK ID 20250710151825NAL0006699185001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES SERVICES, 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