Sponsor portfolio
CHARLES A. PERRY & COMPANY
EIN 59-1035943marketing and advertisingLatest filing 2025
Plans
1
Retirement
1
$783K assets
Welfare
0
Participants
17
4133 NORTH CANAL STREET - JACKSONVILLE, FL 32209904-389-4536LinkedIn1-10 employeesmarketing and advertising
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 | CHARLES A. PERRY & COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $783K | 17 | 2025 |
Retirement plans