How big is Charlie Financial Inc.'s plan?

Charlie Financial Inc.'s plan reported $801K in assets for 2025.

Original filing (PDF)20260501220048NAL0001163859024

Charlie Financial Inc.

Name: Charlie Financial Inc. — Charlie Financial 401(k), Form 5500 (2025)
Creator: Charlie Financial Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlie Financial 401(k) Plan

401(k) retirement plan · Charlie Financial Inc.'s Charlie Financial 401(k) Plan reported $801K in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$801K

Net assets (EOY)

$801K

Plan identifiers

Charlie Financial Inc.'s EIN is 86-3232644.

EIN 86-3232644

Plan number 001

Plan year 2025

ACK ID 20260501220048NAL0001163859024

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charlie Financial Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charlie Financial Inc.'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 CHARLIE FINANCIAL INC..

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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