How big is E. F. Charles Inc.'s plan?

E. F. Charles Inc.'s plan reported $2.8M in assets and 32 participants for 2024.

Original filing (PDF)20250530130722NAL0015540576001

E. F. Charles Inc.

Name: E. F. Charles Inc. — E.F Charles Inc. 401(k) Plan, Form 5500 (2024)
Creator: E. F. Charles Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

E.F Charles Inc. 401(k) Plan

401(k) retirement plan · E. F. Charles Inc.'s E.F Charles Inc. 401(k) Plan held $2.8M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Andrew Goulder signed E. F. Charles Inc.'s 2024 Form 5500 as plan administrator.

Andrew Goulder — 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

E. F. Charles Inc.'s EIN is 86-0473373.

EIN 86-0473373

Plan number 001

Plan year 2024

ACK ID 20250530130722NAL0015540576001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for E. F. Charles Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

E. F. Charles Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 E. F. CHARLES INC..

Finding similar companies…

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