How big is Charles IT, LLC's plan?

Charles IT, LLC's plan reported $5.6M in assets and 123 participants for 2024.

Original filing (PDF)20250708062529NAL0010510658001

Charles IT, LLC

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

Form 5500-SF

FILING_RECEIVED

Charles IT, LLC 401(k) Plan

401(k) retirement plan · Charles IT, LLC's Charles IT, LLC 401(k) Plan held $5.6M in plan assets for 123 participants in 2024.

Signals · 1

No auditor on file

Active participants

123

Accounts w/ balance

138

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan identifiers

Charles IT, LLC's EIN is 20-8427442.

EIN 20-8427442

Plan number 001

Plan year 2024

ACK ID 20250708062529NAL0010510658001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Charles IT, LLC'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 CHARLES IT, LLC.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off