Sponsor portfolio
CHARLESWORTH RESEARCH, LLC
EIN 46-1499842capital marketsLatest filing 2025
Plans
1
Retirement
1
$833K assets
Welfare
0
Participants
15
625 W ADAMS STREET, OFFICE 18-131 - CHICAGO, IL 60661312-768-8824charlesworthresearch.comLinkedIn11-50 employeescapital markets
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARLESWORTH RESEARCH 401(K) PLAN | 401k | $833K | 15 | 2025 |
Retirement plans