How big is Charlotte Worthy Architects, LLC's plan?

Charlotte Worthy Architects, LLC's plan reported $3.2M in assets and 2 participants for 2024.

Original filing (PDF)20250813142523NAL0010981984001

Charlotte Worthy Architects, LLC

Name: Charlotte Worthy Architects, LLC — Charlotte Worthy, Form 5500 (2024)
Creator: Charlotte Worthy Architects, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlotte Worthy Architects, LLC Incentive Savings Plan

401(k) retirement plan · Charlotte Worthy Architects, LLC's Charlotte Worthy Architects, LLC Incentive Savings Plan held $3.2M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Charlotte Worthy Architects, LLC's EIN is 46-0955584.

EIN 46-0955584

Plan number 001

Plan year 2024

ACK ID 20250813142523NAL0010981984001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charlotte Worthy Architects, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charlotte Worthy Architects, LLC's plan includes profit-sharing, a 401(k) feature, 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 CHARLOTTE WORTHY ARCHITECTS, LLC.

Finding similar companies…

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

CHARLOTTE WORTHY ARCHITECTS, LLC

EIN

all filings

Address

50 CLUBHOUSE ROAD · TUXEDO PARK, NY · 10987

Phone

(646) 590-0765

Industry

Professional & Technical Services

Plan administrator