How big is The Charmery York LLC's plan?

The Charmery York LLC's plan reported $7K in assets and 8 participants for 2024.

Original filing (PDF)20250825220212NAL0004094739048

The Charmery York LLC

Name: The Charmery York LLC — The Charmery York 401(k), Form 5500 (2024)
Creator: The Charmery York LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Charmery York 401(k) Plan

401(k) retirement plan · The Charmery York LLC's The Charmery York 401(k) Plan held $7K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

Plan identifiers

The Charmery York LLC's EIN is 61-1863198.

EIN 61-1863198

Plan number 001

Plan year 2024

ACK ID 20250825220212NAL0004094739048

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Charmery York LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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