How big is Charrette Venture Group LLC's plan?

Charrette Venture Group LLC's plan reported $696K in assets and 13 participants for 2025.

Original filing (PDF)20260415110520NAL0034538786001

Charrette Venture Group LLC

Name: Charrette Venture Group LLC — Charrette Venture, Form 5500 (2025)
Creator: Charrette Venture Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charrette Venture Group LLC 401(k) Plan

401(k) retirement plan · Charrette Venture Group LLC's Charrette Venture Group LLC 401(k) Plan held $696K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$696K

Net assets (EOY)

$696K

People on this filing

Misty Levis signed Charrette Venture Group LLC's 2025 Form 5500 as plan administrator.

Misty Levis — 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

Charrette Venture Group LLC's EIN is 46-4477577.

EIN 46-4477577

Plan number 001

Plan year 2025

ACK ID 20260415110520NAL0034538786001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charrette Venture Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charrette Venture Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARRETTE VENTURE GROUP 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