Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARM-TEX, INC
EIN 11-2582405facilities servicesLatest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
19
1618 CONEY ISLAND AVANUE - BROOKLYN, NY 11230718-252-8100charm-tex.comLinkedIn11-50 employeesfacilities services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 19 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
CHARMTEX, INC. RETIREMENT PLAN
401k
Assets$2.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHARM-TEX, INC. MONEY PURCHASE PLAN
MoneyPurchase
Assets$2.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CHARMTEX, INC. RETIREMENT PLAN | 401k | $2.4M | 10 | 2024 | |
| 002 | CHARM-TEX, INC. MONEY PURCHASE PLAN | MoneyPurchase | $2.1M | 9 | 2024 |
Retirement plans