How big is The Charles Group, Inc.'s plan?

The Charles Group, Inc.'s plan reported $1.9M in assets and 6 participants for 2025.

Original filing (PDF)20260325155847NAL0006033506001

The Charles Group, Inc.

Name: The Charles Group, Inc. — The Charles Group, Inc., Form 5500 (2025)
Creator: The Charles Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Charles Group, Inc. 401(k) Plan

401(k) retirement plan · The Charles Group, Inc.'s The Charles Group, Inc. 401(k) Plan held $1.9M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Carol Davis-Grossman signed The Charles Group, Inc.'s 2025 Form 5500 as plan administrator.

Carol Davis-Grossman — 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

The Charles Group, Inc.'s EIN is 22-3329868.

EIN 22-3329868

Plan number 001

Plan year 2025

ACK ID 20260325155847NAL0006033506001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Charles Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Charles Group, Inc.'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 THE CHARLES GROUP, INC..

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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