How big is Charlotte Works' plan?

Charlotte Works' plan reported $958K in assets and 12 participants for 2024.

Original filing (PDF)20251003170710NAL0002632208001

Charlotte Works

Name: Charlotte Works — Charlotte Works 401(k) Profit, Form 5500 (2024)
Creator: Charlotte Works
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlotte Works 401(k) Profit Sharing Plan

401(k) retirement plan · Charlotte Works' Charlotte Works 401(k) Profit Sharing Plan held $958K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$958K

Net assets (EOY)

$958K

People on this filing

Beverly Shepard signed Charlotte Works' 2024 Form 5500 as plan administrator.

Beverly Shepard — 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

Charlotte Works' EIN is 56-2098251.

EIN 56-2098251

Plan number 001

Plan year 2024

ACK ID 20251003170710NAL0002632208001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charlotte Works from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charlotte Works' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 (90th percentile).

Plan sponsor

Name

CHARLOTTE WORKS

EIN

all filings

Address

8601 MCALPINE DR · STE 130 · CHARLOTTE, NC · 28211

Phone

(704) 206-1375

Industry

Admin Support & Waste Mgmt

Plan administrator