How big is Charland LLC's plan?

Charland LLC's plan reported $201K in assets and 47 participants for 2024.

Original filing (PDF)20250522140340NAL0002741905001

Charland LLC

Name: Charland LLC — Charland 401(k) Plan, Form 5500 (2024)
Creator: Charland LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charland 401(k) Plan

401(k) retirement plan · Charland LLC's Charland 401(k) Plan held $201K in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$201K

Net assets (EOY)

$201K

People on this filing

John Ansay signed Charland LLC's 2024 Form 5500 as plan administrator.

John Ansay — 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

Charland LLC's EIN is 47-1853795.

EIN 47-1853795

Plan number 001

Plan year 2024

ACK ID 20250522140340NAL0002741905001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CHARLAND LLC

EIN

all filings

Address

520 N BROOME STREET · WAXHAW, NC · 28173

Phone

(888) 957-7233

Industry

Management of Companies / Holdings

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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