Sponsor portfolio
JEFFREY CHARLES & ASSOCIATES
EIN 54-1574531management consultingLatest filing 2025
Plans
1
Retirement
1
$206K assets
Welfare
0
Participants
45
6422 GROVEDALE DRIVE SUITE 201C - ALEXANDRIA, VA 22310703-924-5900jeffreycharles.comLinkedIn11-50 employeesmanagement consulting
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 | JEFFREY CHARLES & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRU | 401k | $206K | 45 | 2025 |
Retirement plans