How big is Charlson Meadows' plan?

Charlson Meadows' plan reported $2.3M in assets and 8 participants for 2025.

Original filing (PDF)20260424144451NAL0003233011001

Charlson Meadows

Name: Charlson Meadows — Charlson Meadows 401(k) Plan, Form 5500 (2025)
Creator: Charlson Meadows
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlson Meadows 401(k) Plan

401(k) retirement plan · Charlson Meadows' Charlson Meadows 401(k) Plan held $2.3M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Holly Kreft signed Charlson Meadows' 2025 Form 5500 as plan administrator.

Holly Kreft — 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

Charlson Meadows' EIN is 41-1797804.

EIN 41-1797804

Plan number 001

Plan year 2025

ACK ID 20260424144451NAL0003233011001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charlson Meadows from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charlson Meadows' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLSON MEADOWS.

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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