How big is Charleston Retirement Planning, LLC's plan?

Charleston Retirement Planning, LLC's plan reported $5K in assets and 2 participants for 2024.

Original filing (PDF)20251003094416NAL0002035968001

Charleston Retirement Planning, LLC

Name: Charleston Retirement Planning, LLC — Charleston, Form 5500 (2024)
Creator: Charleston Retirement Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charleston Retirement Planning, LLC 401(k) Plan

401(k) retirement plan · Charleston Retirement Planning, LLC's Charleston Retirement Planning, LLC 401(k) Plan held $5K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

Kenneth Fickling signed Charleston Retirement Planning, LLC's 2024 Form 5500 as plan administrator.

Kenneth Fickling — 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

Charleston Retirement Planning, LLC's EIN is 92-3906688.

EIN 92-3906688

Plan number 001

Plan year 2024

ACK ID 20251003094416NAL0002035968001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charleston Retirement Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charleston Retirement Planning, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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