How big is Jeffrey L Charter a SOLE Proprietor's plan?

Jeffrey L Charter a SOLE Proprietor's plan reported $935K in assets and 6 participants for 2025.

Original filing (PDF)20260303181624NAL0001516467001

Jeffrey L Charter a SOLE Proprietor

Name: Jeffrey L Charter a SOLE Proprietor — Jeffrey L, Form 5500 (2025)
Creator: Jeffrey L Charter a SOLE Proprietor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey L Charter a SOLE Proprietor 401(k) Profit Sharing Plan

401(k) retirement plan · Jeffrey L Charter a SOLE Proprietor's Jeffrey L Charter a SOLE Proprietor 401(k) Profit Sharing Plan held $935K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$935K

Net assets (EOY)

$935K

Plan identifiers

Jeffrey L Charter a SOLE Proprietor's EIN is 47-2241735.

EIN 47-2241735

Plan number 001

Plan year 2025

ACK ID 20260303181624NAL0001516467001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jeffrey L Charter a SOLE Proprietor from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jeffrey L Charter a SOLE Proprietor's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY L CHARTER A SOLE PROPRIETOR.

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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

Helping the score