How big is Concannon & Charles, P.C.'s plan?

Concannon & Charles, P.C.'s plan reported $305K in assets and 5 participants for 2024.

Original filing (PDF)20250718155232NAL0002105281001

Concannon & Charles, P.C.

Name: Concannon & Charles, P.C. — Concannon & Charles, Form 5500 (2024)
Creator: Concannon & Charles, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concannon & Charles, P.C. 401(k) Plan

401(k) retirement plan · Concannon & Charles, P.C.'s Concannon & Charles, P.C. 401(k) Plan held $305K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$305K

Net assets (EOY)

$305K

People on this filing

Matthew Charles signed Concannon & Charles, P.C.'s 2024 Form 5500 as plan administrator.

Matthew Charles — 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

Concannon & Charles, P.C.'s EIN is 84-4207429.

EIN 84-4207429

Plan number 001

Plan year 2024

ACK ID 20250718155232NAL0002105281001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Concannon & Charles, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Concannon & Charles, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

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 (85th percentile).

Plan sponsor

Name

CONCANNON & CHARLES, P.C.

EIN

all filings

Address

810 ASBURY AVE · SUITE 203 · OCEAN CITY, NJ · 08226

Phone

(609) 365-0012

Industry

Law Offices· Professional & Technical Services

Plan administrator