How big is One Charles Private Wealth Services, LLC's plan?

One Charles Private Wealth Services, LLC's plan reported $1.2M in assets and 9 participants for 2024.

Original filing (PDF)20250618094227NAL0001211427001

One Charles Private Wealth Services, LLC

Name: One Charles Private Wealth Services, LLC — Form 5500 Plan 001 (2024)
Creator: One Charles Private Wealth Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

One Charles Private Wealth Services, LLC 401(k) Plan

401(k) retirement plan · One Charles Private Wealth Services, LLC's One Charles Private Wealth Services, LLC 401(k) Plan held $1.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Paul Squarcia signed One Charles Private Wealth Services, LLC's 2024 Form 5500 as plan administrator.

Paul Squarcia — 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

One Charles Private Wealth Services, LLC's EIN is 81-4753725.

EIN 81-4753725

Plan number 001

Plan year 2024

ACK ID 20250618094227NAL0001211427001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for One Charles Private Wealth Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

One Charles Private Wealth Services, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ONE CHARLES PRIVATE WEALTH SERVICES, 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

Knocking points off