Assets by plan
Share of aggregate retirement assets
93%top
Sponsor portfolio
CHARM COMPANY 1 LLC
EIN 43-1952230Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$685K assets
Welfare
0
Participants
7
15 W 47TH ST - NEW YORK, NY 100365733212-265-0054
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $685K assets / 7 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
CHARM COMPANY 1 LLC CASH BALANCE PLAN
TraditionalDB
Assets$638K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CHARM COMPANY 1 LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$47K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARM COMPANY 1 LLC CASH BALANCE PLAN | TraditionalDB | $638K | 3 | 2025 | |
| 002 | CHARM COMPANY 1 LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $47K | 4 | 2025 |
Retirement plans