Original filing (PDF)20250701071807NAL0017353744001

CHARLESTON ASSOCIATES, INC.

Name: CHARLESTON ASSOCIATES, INC. — CHARLESTON ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CHARLESTON ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

CHARLESTON ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$982K

Net assets (EOY)

$982K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLESTON ASSOCIATES, INC..

Plan sponsor

Name

CHARLESTON ASSOCIATES, INC.

EIN

27-0988439

Address

602 BASHFORD LANE #2223 · ALEXANDRIA, VA · 22314

Phone

(703) 489-9462

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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