How big is Charm Builders, Ltd.'s plan?

Charm Builders, Ltd.'s plan reported $37K in assets and 12 participants for 2023.

Original filing (PDF)20241014143415NAL0046379472001

Charm Builders, Ltd.

Name: Charm Builders, Ltd. — Charm Builders 401(k) Plan, Form 5500 (2023)
Creator: Charm Builders, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charm Builders 401(k) Plan

401(k) retirement plan · Charm Builders, Ltd.'s Charm Builders 401(k) Plan held $37K in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

Plan identifiers

Charm Builders, Ltd.'s EIN is 20-1172313.

EIN 20-1172313

Plan number 001

Plan year 2023

ACK ID 20241014143415NAL0046379472001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Charm Builders, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Charm Builders, Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARM BUILDERS, LTD.

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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