How big is The Charles Group, LLC's plan?

The Charles Group, LLC's plan reported $1.4M in assets and 2 participants for 2024.

Original filing (PDF)20250707204847NAL0009880274001

The Charles Group, LLC

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

Form 5500-SF

FILING_RECEIVED

The Charles Group LLC 401(k) Plan

401(k) retirement plan · The Charles Group, LLC's The Charles Group LLC 401(k) Plan held $1.4M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Marina Charles signed The Charles Group, LLC's 2024 Form 5500 as plan administrator.

Marina 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

The Charles Group, LLC's EIN is 52-2187155.

EIN 52-2187155

Plan number 001

Plan year 2024

ACK ID 20250707204847NAL0009880274001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Charles Group, 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 THE CHARLES GROUP, 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

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 (99th percentile).

Plan sponsor

Name

THE CHARLES GROUP, LLC

EIN

all filings

Address

49 LUCAS LN · BOWDOINHAM, ME · 04008

Phone

(202) 546-2265

Industry

Professional & Technical Services

Plan administrator