Form 5500 Search

CHARLESWORTH &

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
5
Active participants
1,226
Total plan assets
$21.7M
Filings (rows)
5
Direct comp
$83K
Indirect comp
$0
Aggregating 2 name variants under "CHARLESWORTH &"

SERVICES PROVIDED

Other3
Advisor / Consultant2

Top plans served

All 5 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BD&J, PC
BD&J, PC 401K PLAN
LOS ANGELES, CA
Other
INVESTMENT/FINANCIAL ADVI
369$6.1M$23K
AFTER-SCHOOL ALL-STARS
AFTER-SCHOOL ALL-STARS 403(B) RETIREMENT PLAN
LOS ANGELES, CA
Advisor / Consultant
INVESTMENT ADVISOR
263$5.0M$22K
BANAFSHEH, DANESH & JAVID, PC
BANAFSHEH, DANESH & JAVID, PC 401K PLAN
LOS ANGELES, CA
Other
INVESTMENT/FINANCIAL ADVI
300$4.1M$14K
AFTER-SCHOOL ALL-STARS
AFTER-SCHOOL ALL-STARS 403(B) RETIREMENT PLAN
LOS ANGELES, CA
Advisor / Consultant
INVESTMENT ADVISER
80$4.0M$14K
BANAFSHEH, DANESH & JAVID, PC
BANAFSHEH, DANESH & JAVID, PC 401K PLAN
LOS ANGELES, CA
Other
INVESTMENT/FINANCIAL ADVI
214$2.5M$11K
CHARLESWORTH & — Form 5500 Service Provider Profile | Form 5500 Search