How big is Charlesgate Property Management LLC's plan?

Charlesgate Property Management LLC's plan reported $881K in assets and 101 participants for 2024.

Original filing (PDF)20251007151240NAL0008401568001

Charlesgate Property Management LLC

Name: Charlesgate Property Management LLC — Charlesgate, Form 5500 (2024)
Creator: Charlesgate Property Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlesgate 401(k) Plan

401(k) retirement plan · Charlesgate Property Management LLC's Charlesgate 401(k) Plan held $881K in plan assets for 101 participants in 2024.

Active participants

101

Accounts w/ balance

Plan assets (EOY)

$881K

Net assets (EOY)

$881K

People on this filing

Lauren Shore signed Charlesgate Property Management LLC's 2024 Form 5500 as plan administrator.

Lauren Shore — 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

Charlesgate Property Management LLC's EIN is 45-5048768.

EIN 45-5048768

Plan number 001

Plan year 2024

ACK ID 20251007151240NAL0008401568001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charlesgate Property Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charlesgate Property Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLESGATE PROPERTY MANAGEMENT LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off