How big is Charles de Lisle Corp.'s plan?

Charles de Lisle Corp.'s plan reported $788K in assets and 11 participants for 2024.

Original filing (PDF)20250521174500NAL0002092497001

Charles de Lisle Corp.

Name: Charles de Lisle Corp. — Charles de Lisle Corp., Form 5500 (2024)
Creator: Charles de Lisle Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles de Lisle Corp. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Charles de Lisle Corp.'s Charles de Lisle Corp. 401(k) Profit Sharing Plan & Trust held $788K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$788K

Net assets (EOY)

$788K

People on this filing

JANA Sejkorova signed Charles de Lisle Corp.'s 2024 Form 5500 as plan administrator.

JANA Sejkorova — 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

Charles de Lisle Corp.'s EIN is 20-8072475.

EIN 20-8072475

Plan number 001

Plan year 2024

ACK ID 20250521174500NAL0002092497001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles de Lisle Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles de Lisle Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CHARLES DE LISLE CORP

EIN

all filings

Address

60 GATE 5 RD UNIT D · SAUSALITO, CA · 949651403

Phone

(415) 565-6767

Industry

Other Services (ex. Public Admin)

Plan administrator