How big is Charlotte Wealth Management, LLC's plan?

Charlotte Wealth Management, LLC's plan reported $685K in assets and 1 participants for 2025.

Original filing (PDF)20260424083918NAL0008866320001

Charlotte Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Charlotte Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Charlotte Wealth Management, LLC's Charlotte Wealth Management, LLC 401(k) Plan held $685K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$685K

Net assets (EOY)

$685K

Plan identifiers

Charlotte Wealth Management, LLC's EIN is 26-4098125.

EIN 26-4098125

Plan number 001

Plan year 2025

ACK ID 20260424083918NAL0008866320001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Charlotte Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLOTTE WEALTH MANAGEMENT, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

CHARLOTTE WEALTH MANAGEMENT, LLC

EIN

all filings

Address

10715 SIKES PLACE SUITE 100 · CHARLOTTE, NC · 28277

Phone

(704) 849-1001

Industry

Finance & Insurance

Plan administrator