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CHARLES FINANCIAL STRATEGIES LLC

EIN 27-3718301-financial services-Latest filing 2025
Plans
1
Retirement
1
$309 assets
Welfare
0
Participants
1
8940 208TH ST - QUEENS VILLAGE, NY 11427646-739-6603charlesfs.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$309 - 1 part

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Retirement#001

CHARLES FINANCIAL STRATEGIES LLC

401k

Assets$309
Participants1
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHARLES FINANCIAL STRATEGIES LLC401k$30912025
Retirement plans
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