Original filing (PDF)20240617160915NAL0003667442001

Annual Reviews

Name: Annual Reviews — Charleston Information Group, LLC, Form 5500 (2023)
Creator: Annual Reviews
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charleston Information Group, LLC 401(k)Plan

401(k) retirement plan · Annual Reviews' Charleston Information Group, LLC 401(k)Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Annual Reviews' EIN is 94-1156476.

EIN 94-1156476

Plan number 002

Plan year 2023

ACK ID 20240617160915NAL0003667442001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Annual Reviews from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Annual Reviews' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score