How big is Charlotte Custom Stone, LLC's plan?

Charlotte Custom Stone, LLC's plan reported $247K in assets and 3 participants for 2025.

Original filing (PDF)20260424221219NAL0006184865022

Charlotte Custom Stone, LLC

Name: Charlotte Custom Stone, LLC — Charlotte Custom, Form 5500 (2025)
Creator: Charlotte Custom Stone, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlotte Custom Stone, LLC 401(k) Plan

401(k) retirement plan · Charlotte Custom Stone, LLC's Charlotte Custom Stone, LLC 401(k) Plan held $247K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$247K

Net assets (EOY)

$247K

Plan identifiers

Charlotte Custom Stone, LLC's EIN is 20-8490969.

EIN 20-8490969

Plan number 001

Plan year 2025

ACK ID 20260424221219NAL0006184865022

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charlotte Custom Stone, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charlotte Custom Stone, LLC'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 CHARLOTTE CUSTOM STONE, LLC.

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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