How big is 4210 Charlotte Partners, LLC's plan?

4210 Charlotte Partners, LLC's plan reported $118K in assets and 11 participants for 2025.

Original filing (PDF)20260520102300NAL0003156466001

4210 Charlotte Partners, LLC

Name: 4210 Charlotte Partners, LLC — Otto's Bar 401(k), Form 5500 (2025)
Creator: 4210 Charlotte Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Otto's Bar 401(k) Plan

401(k) retirement plan · 4210 Charlotte Partners, LLC's Otto's Bar 401(k) Plan held $118K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$118K

Net assets (EOY)

$118K

People on this filing

Megan Petri signed 4210 Charlotte Partners, LLC's 2025 Form 5500 as plan administrator.

Megan Petri — 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

4210 Charlotte Partners, LLC's EIN is 82-4674366.

EIN 82-4674366

Plan number 001

Plan year 2025

ACK ID 20260520102300NAL0003156466001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for 4210 Charlotte Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

4210 Charlotte Partners, LLC'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 4210 CHARLOTTE PARTNERS, 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