Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
R JONATHAN CHARLESTON PA
EIN 56-2172215Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
23
201 HAY ST - FAYETTEVILLE, NC 283015582910-485-2500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 23 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#002
R. JONATHAN CHARLESTON PA DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.3M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
R JONATHAN CHARLESTON PA 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | R. JONATHAN CHARLESTON PA DEFINED BENEFIT PLAN | TraditionalDB | $2.3M | 11 | 2024 | |
| 001 | R JONATHAN CHARLESTON PA 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.3M | 12 | 2025 |
Retirement plans