Sponsor portfolio
CHARLESTON FINANCIAL ADVISORS, L.L.C.
EIN 54-2165266financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
4
4 NORTH ATLANTIC WHARF, SUITE 200 - CHARLESTON, SC 29401843-722-3331LinkedIn1-10 employeesfinancial services
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 | |
|---|---|---|---|---|---|---|
| 002 | CHARLESTON FINANCIAL ADVISORS, L.L.C. 401(K) PLAN | 401k | $1.3M | 4 | 2025 |
Retirement plans