Original filing (PDF)20250715053852NAL0001101587001

CHARLES R. UNDERWOOD, INC.

Name: CHARLES R. UNDERWOOD, INC. — CHARLES R. UNDERWOOD 401K PLAN, Form 5500 (2023)
Creator: CHARLES R. UNDERWOOD, INC.

Form 5500-SF

FILING_RECEIVED

CHARLES R. UNDERWOOD 401K PLAN

401(k) retirement plan

Active participants

100

Accounts w/ balance

Plan assets (EOY)

$825K

Net assets (EOY)

$825K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLES R. UNDERWOOD, INC..

Plan sponsor

Name

CHARLES R. UNDERWOOD, INC.

EIN

56-1722163

Address

2000 BOONE TRAIL RD. · SANFORD, NC · 27330

Phone

(919) 775-2463

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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