Original filing (PDF)20240708141356NAL0007991747001

CHARLES A. VON STEIN, INC.

Name: CHARLES A. VON STEIN, INC. — CHARLES A. VON STEIN, INC. 401(K) PLAN, Form 5500 (2023)
Creator: CHARLES A. VON STEIN, INC.

Form 5500-SF

FILING_RECEIVED

CHARLES A. VON STEIN, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$197K

Net assets (EOY)

$197K

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES A. VON STEIN, INC..

Plan sponsor

Name

CHARLES A. VON STEIN, INC.

EIN

65-1059144all filings

Address

626 OLD DIXIE HWY SW · VERO BEACH, FL · 32962

Phone

(772) 778-4885

Industry