Original filing (PDF)20250522140340NAL0002741905001

CHARLAND LLC

Name: CHARLAND LLC — CHARLAND 401(K) PLAN, Form 5500 (2024)
Creator: CHARLAND LLC

Form 5500-SF

FILING_RECEIVED

CHARLAND 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$201K

Net assets (EOY)

$201K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLAND LLC.

Plan sponsor

Name

CHARLAND LLC

EIN

47-1853795

Address

520 N BROOME STREET · WAXHAW, NC · 28173

Phone

(888) 957-7233

Industry

Management of Companies / Holdingssee all

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

Related plans

Similar-size Management of Companies / Holdings plans

DAVID M LUDEMAN HOLDINGS

DAVID M LUDEMAN HOLDINGS 401(K) PLAN

$201K · 11 participants

HANS HOLDINGS GROUP USA LLC

$203K · 1 participants

SMITH PROTECTIVE MANAGEMENT

SMITH MEC PLAN

$203K · 139 participants

TONES VENTURES, LLC

TONES VENTURES, LLC 401(K) PLAN

$199K · 12 participants

GBR RIVERDALE, LLC

GBR RIVERDALE 401(K) PLAN

$199K · 29 participants