How big is Charles Werner & Company's plan?

Charles Werner & Company's plan reported $1.5M in assets and 36 participants for 2024.

Original filing (PDF)20250728173930NAL0000952803001

Charles Werner & Company

Name: Charles Werner & Company — Charles Werner & Company, Form 5500 (2024)
Creator: Charles Werner & Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles Werner & Company 401(k) Plan

401(k) retirement plan · Charles Werner & Company's Charles Werner & Company 401(k) Plan held $1.5M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Charles Werner & Company's EIN is 23-1208710.

EIN 23-1208710

Plan number 001

Plan year 2024

ACK ID 20250728173930NAL0000952803001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles Werner & Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles Werner & Company'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 WERNER & COMPANY.

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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