Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARLES TOOL & SUPPLY, INC.
EIN 25-1146536retailLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
25
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 25 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#001
CHARLES TOOL & SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.4M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CHARLES TOOL & SUPPLY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$284K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARLES TOOL & SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.4M | 18 | 2024 | |
| 003 | CHARLES TOOL & SUPPLY, INC. 401(K) PROFIT SHARING PLAN | 401k | $284K | 7 | 2025 |
Retirement plans