How big is Charles Utilities LLC's plan?

Charles Utilities LLC's plan reported $162K in assets and 12 participants for 2024.

Original filing (PDF)20250903130132NAL0015408161001

Charles Utilities LLC

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

Form 5500-SF

FILING_RECEIVED

Charles Utilities Inc. 401(k) Plan

401(k) retirement plan · Charles Utilities LLC's Charles Utilities Inc. 401(k) Plan held $162K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$162K

Net assets (EOY)

$162K

People on this filing

ESAU Rubio signed Charles Utilities LLC's 2024 Form 5500 as plan administrator.

ESAU Rubio — 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

Charles Utilities LLC's EIN is 46-4884435.

EIN 46-4884435

Plan number 001

Plan year 2024

ACK ID 20250903130132NAL0015408161001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Charles Utilities 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 CHARLES UTILITIES LLC.

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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

Knocking points off