How big is Charleston Financial Advisors, L.L.C.'s plan?

Charleston Financial Advisors, L.L.C.'s plan reported $1.3M in assets and 3 participants for 2025.

Original filing (PDF)20260515090058NAL0007544275001

Charleston Financial Advisors, L.L.C.

Name: Charleston Financial Advisors, L.L.C. — Charleston, Form 5500 (2025)
Creator: Charleston Financial Advisors, L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charleston Financial Advisors, L.L.C. 401(k) Plan

401(k) retirement plan · Charleston Financial Advisors, L.L.C.'s Charleston Financial Advisors, L.L.C. 401(k) Plan held $1.3M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Charleston Financial Advisors, L.L.C.'s EIN is 54-2165266.

EIN 54-2165266

Plan number 002

Plan year 2025

ACK ID 20260515090058NAL0007544275001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charleston Financial Advisors, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charleston Financial Advisors, L.L.C.'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 CHARLESTON FINANCIAL ADVISORS, L.L.C..

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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