How big is Charles Covell Architect's plan?

Charles Covell Architect's plan reported $881K in assets and 3 participants for 2024.

Original filing (PDF)20250820190516NAL0001705731001

Charles Covell Architect

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

Form 5500-SF

FILING_RECEIVED

Charles Covell Architect 401(k) Profit Sharing Plan

401(k) retirement plan · Charles Covell Architect's Charles Covell Architect 401(k) Profit Sharing Plan held $881K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$881K

Net assets (EOY)

$881K

Plan identifiers

Charles Covell Architect's EIN is 45-2451553.

EIN 45-2451553

Plan number 001

Plan year 2024

ACK ID 20250820190516NAL0001705731001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Charles Covell Architect's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

CHARLES COVELL ARCHITECT

EIN

all filings

Address

1407 MAIN STREET SUITE 102 · ST HELENA, CA · 94574

Phone

(707) 968-9280

Industry

Professional & Technical Services

Plan administrator