How big is Charisma's plan?

Charisma's plan reported $38K in assets and 2 participants for 2024.

Original filing (PDF)20250707211003NAL0009915762001

Charisma

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

Form 5500-SF

FILING_RECEIVED

Charisma 401(k) Plan

401(k) retirement plan · Charisma's Charisma 401(k) Plan held $38K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

Plan identifiers

Charisma's EIN is 92-1959005.

EIN 92-1959005

Plan number 001

Plan year 2024

ACK ID 20250707211003NAL0009915762001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Charisma's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARISMA.

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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.

Plan sponsor

Name

CHARISMA

EIN

all filings

Address

1686 S 450 W · LEHI, UT · 84043

Phone

(208) 866-3391

Industry

Arts, Entertainment, Recreation

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Service providers (Schedule C)

Small plans don't disclose service providers

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