Original filing (PDF)20230512150312NAL0045163600001

Charlesgate Realty Group LLC

Name: Charlesgate Realty Group LLC — Charlesgate Realty, Form 5500 (2022)
Creator: Charlesgate Realty Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlesgate Realty Group LLC 401(k) Profit Sharing Plan and T

401(k) retirement plan · Charlesgate Realty Group LLC's Charlesgate Realty Group LLC 401(k) Profit Sharing Plan and T filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Lauren Shore signed Charlesgate Realty Group LLC's 2022 Form 5500 as plan administrator.

Lauren Shore — 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

Charlesgate Realty Group LLC's EIN is 54-2122692.

EIN 54-2122692

Plan number 001

Plan year 2022

ACK ID 20230512150312NAL0045163600001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Charlesgate Realty Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Charlesgate Realty 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 CHARLESGATE REALTY 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score