How big is Charney Brown, LLC's plan?

Charney Brown, LLC's plan reported $452K in assets and 10 participants for 2024.

Original filing (PDF)20251014142930NAL0003160737001

Charney Brown, LLC

Name: Charney Brown, LLC — Charney Brown, LLC 401(k) Plan, Form 5500 (2024)
Creator: Charney Brown, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charney Brown, LLC 401(k) Plan

401(k) retirement plan · Charney Brown, LLC's Charney Brown, LLC 401(k) Plan held $452K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$452K

Net assets (EOY)

$452K

Plan identifiers

Charney Brown, LLC's EIN is 61-1879547.

EIN 61-1879547

Plan number 001

Plan year 2024

ACK ID 20251014142930NAL0003160737001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charney Brown, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charney Brown, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARNEY BROWN, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score