· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JAMES BODIE CHARLES — JAMES BODIE CHARLES 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250527080217NAL0005471217001
JAMES BODIE CHARLES
Form 5500-SF
FILING_RECEIVED
JAMES BODIE CHARLES 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$133K
Net assets (EOY)
$133K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JAMES BODIE CHARLES
.
Find decision makers
Plan sponsor
Name
JAMES BODIE CHARLES
EIN
33-4851413
Address
805 PEPPARD DR · BEL AIR, MD · 210146926
Phone
(443) 804-4456
Industry
Other Services (ex. Public Admin)
see 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
2025-05-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
STEPS TOWARD INDEPENDENCE INC
STEPS TOWARD INDEPENDENCE INC 401(K) PROFIT SHARING PLAN & TRUST
$133K · 55 participants
WELLESLEY PEDIATRIC OCCUPATION
WELLESLEY PEDIATRIC OCCUPATION 401(K) PROFIT SHARING PLAN & TRUST
$133K · 11 participants
GALAXIES OF HOPE
GALAXIES OF HOPE 401(K) PROFIT SHARING PLAN & TRUST
$133K · 16 participants
TRIANGLE SPORTS INC
TRIANGLE SPORTS INC 401(K) PROFIT SHARING PLAN & TRUST
$133K · 14 participants
DAVIDSON BUILDERS & GENERAL CONT
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
DAVIDSON BUILDERS & GENERAL CONTRACTORS LLC 401K PROFIT SHAR
$133K · 6 participants
ACE MAINTENANCE & SERVICE, INC.
ACE MAINTENANCE & SERVICE, INC. 401 (K) PLAN
$133K · 279 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
