How big is Charly USA Management Services' plan?

Charly USA Management Services' plan reported $221K in assets and 8 participants for 2024.

Original filing (PDF)20250718110822NAL0001651601001

Charly USA Management Services

Name: Charly USA Management Services — Charly USA, Form 5500 (2024)
Creator: Charly USA Management Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charly USA Management Services 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Charly USA Management Services' Charly USA Management Services 401(k) Profit Sharing Plan & Trust held $221K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$221K

Net assets (EOY)

$221K

People on this filing

Edward Rojas signed Charly USA Management Services' 2024 Form 5500 as plan administrator.

Edward Rojas — 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

Charly USA Management Services' EIN is 87-3657576.

EIN 87-3657576

Plan number 001

Plan year 2024

ACK ID 20250718110822NAL0001651601001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charly USA Management Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charly USA Management Services' 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 CHARLY USA MANAGEMENT SERVICES.

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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