How big is Charles Brothers, Inc.'s plan?

Charles Brothers, Inc.'s plan reported $1.6M in assets and 21 participants for 2024.

Original filing (PDF)20251014062253NAL0004803522001

Charles Brothers, Inc.

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

Form 5500-SF

FILING_RECEIVED

Charles Brothers, Inc. 401(k) Plan

401(k) retirement plan · Charles Brothers, Inc.'s Charles Brothers, Inc. 401(k) Plan held $1.6M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Michael Charles signed Charles Brothers, Inc.'s 2024 Form 5500 as plan administrator.

Michael Charles — 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

Charles Brothers, Inc.'s EIN is 30-0263857.

EIN 30-0263857

Plan number 001

Plan year 2024

ACK ID 20251014062253NAL0004803522001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Charles Brothers, 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 CHARLES BROTHERS, 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