Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
C. T. CHARLTON AND ASSOCIATES, INC.
EIN 38-2690793Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
66
24000 GREATER MACK AVE - ST. CLAIR SHORES, MI 48080586-350-2229
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M assets / 66 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
C T CHARLTON AND ASSOCIATES, INC 401(K) PLAN
401k
Assets$4.0M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CTC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.2M
Participants26
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 | C T CHARLTON AND ASSOCIATES, INC 401(K) PLAN | 401k | $4.0M | 40 | 2024 | |
| 002 | CTC CASH BALANCE PENSION PLAN | CashBalance | $1.2M | 26 | 2024 |
Retirement plans