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Sponsor portfolio

CHARLES PRATT & CO.

EIN 13-3798644-accounting-Latest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
20
767 THIRD AVENUE, SUITE 6C - NEW YORK, NY 10017212-867-4444charlespratt.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filings
#002401k-$2.0M - 9 part#001TraditionalDB-$2.0M - 11 part

Retirement portfolio analytics

2 plans aggregated / $4.0M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • & COMPANY, LLC. (#002)50%
  • PRATT & COMPANY (#001)50%
Total $4.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PRATT & COMPANY (#001)11
  • & COMPANY, LLC. (#002)9
Total 20Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CHARLES PRATT & COMPANY, LLC.

401k

Assets$2.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF CHARLES PRATT & COMPANY

TraditionalDB

Assets$2.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CHARLES PRATT & COMPANY, LLC.401k$2.0M92025
001RETIREMENT PLAN FOR EMPLOYEES OF CHARLES PRATT & COMPANYTraditionalDB$2.0M112024
Retirement plans
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