How big is Edward Charles Foundation's plan?

Edward Charles Foundation's plan reported $258K in assets and 21 participants for 2024.

Original filing (PDF)20250621174508NAL0006973520001

Edward Charles Foundation

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

Form 5500-SF

FILING_RECEIVED

Edward Charles Foundation 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Edward Charles Foundation's Edward Charles Foundation 401(k) Profit Sharing Plan & Trust held $258K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$258K

Net assets (EOY)

$258K

People on this filing

Kyle Caruso signed Edward Charles Foundation's 2024 Form 5500 as plan administrator.

Kyle Caruso — 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

Edward Charles Foundation's EIN is 26-4245043.

EIN 26-4245043

Plan number 002

Plan year 2024

ACK ID 20250621174508NAL0006973520001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Edward Charles Foundation'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 EDWARD CHARLES FOUNDATION.

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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