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Sponsor portfolio

REED CHARTERS, LLC

EIN 81-0848693-program development-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
12
6618 GORDON AVE - FALLS CHURCH, VA 22046910-581-0262reedcharters.comLinkedIn1-10 employeesprogram development
Plans on this EIN
2 filings
#001CashBalance-$1.0M - 6 part#002401k-$704K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • CASH BALANCE PLAN (#001)59%
  • PROFIT SHARING PLAN (#002)41%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)6
  • PROFIT SHARING PLAN (#002)6
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

REED CHARTERS, LLC CASH BALANCE PLAN

CashBalance

Assets$1.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

REED CHARTERS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$704K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001REED CHARTERS, LLC CASH BALANCE PLANCashBalance$1.0M62025
002REED CHARTERS, LLC 401(K) PROFIT SHARING PLAN401k$704K62025
Retirement plans
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