How big is James Bodie Charles' plan?

James Bodie Charles' plan reported $192K in assets and 7 participants for 2025.

Original filing (PDF)20260414062137NAL0023435090001

James Bodie Charles

Name: James Bodie Charles — James Bodie Charles 401(k), Form 5500 (2025)
Creator: James Bodie Charles
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Bodie Charles 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · James Bodie Charles' James Bodie Charles 401(k) Profit Sharing Plan & Trust held $192K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$192K

Net assets (EOY)

$192K

People on this filing

James Bodie Charles signed James Bodie Charles' 2025 Form 5500 as plan administrator.

James Bodie Charles — 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

James Bodie Charles' EIN is 52-2033593.

EIN 52-2033593

Plan number 001

Plan year 2025

ACK ID 20260414062137NAL0023435090001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for James Bodie Charles from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

James Bodie Charles' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES BODIE CHARLES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

JAMES BODIE CHARLES

EIN

all filings

Address

805 PEPPARD DR · BEL AIR, MD · 210146926

Phone

(443) 804-4456

Industry

Other Services (ex. Public Admin)

Plan administrator