How big is Charles Point LLC's plan?

Charles Point LLC's plan reported $305K in assets and 59 participants for 2025.

Original filing (PDF)20260512152648NAL0013847058001

Charles Point LLC

Name: Charles Point LLC — Charles Point LLC 401(k) P/S, Form 5500 (2025)
Creator: Charles Point LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles Point LLC 401(k) P/S Plan

401(k) retirement plan · Charles Point LLC's Charles Point LLC 401(k) P/S Plan held $305K in plan assets for 59 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$305K

Net assets (EOY)

$305K

People on this filing

Marta Hurley signed Charles Point LLC's 2025 Form 5500 as plan administrator.

Marta Hurley — 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

Charles Point LLC's EIN is 74-3108948.

EIN 74-3108948

Plan number 001

Plan year 2025

ACK ID 20260512152648NAL0013847058001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charles Point LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charles Point LLC's 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 CHARLES POINT LLC.

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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

Knocking points off