How big is Charney Investment Group's plan?

Charney Investment Group's plan reported $3.4M in assets and 10 participants for 2024.

Original filing (PDF)20250728073107NAL0001833184001

Charney Investment Group

Name: Charney Investment Group — Charney Investment Group, Form 5500 (2024)
Creator: Charney Investment Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charney Investment Group 401(k) Plan

401(k) retirement plan · Charney Investment Group's Charney Investment Group 401(k) Plan held $3.4M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Charney Investment Group's EIN is 81-3609114.

EIN 81-3609114

Plan number 001

Plan year 2024

ACK ID 20250728073107NAL0001833184001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Charney Investment Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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