How big is Charlotte Barnes Interior Design's plan?

Charlotte Barnes Interior Design's plan reported $174K in assets and 3 participants for 2024.

Original filing (PDF)20250702102239NAL0013498289001

Charlotte Barnes Interior Design

Name: Charlotte Barnes Interior Design — Charlotte Barnes, Form 5500 (2024)
Creator: Charlotte Barnes Interior Design
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlotte Barnes Interior Design & Decoration LLC

401(k) retirement plan · Charlotte Barnes Interior Design's Charlotte Barnes Interior Design & Decoration LLC held $174K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$174K

Net assets (EOY)

$174K

People on this filing

Sharon Bernd signed Charlotte Barnes Interior Design's 2024 Form 5500 as plan administrator.

Sharon Bernd — 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

Charlotte Barnes Interior Design's EIN is 20-2099522.

EIN 20-2099522

Plan number 001

Plan year 2024

ACK ID 20250702102239NAL0013498289001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charlotte Barnes Interior Design from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charlotte Barnes Interior Design's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLOTTE BARNES INTERIOR DESIGN.

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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