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ONE CHARLES PRIVATE WEALTH SERVICES, LLC

EIN 81-4753725-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
13
99 DERBY STREET, SUITE 100 - HINGHAM, MA 02043617-337-4206ocpws.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.7M - 13 part

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Retirement#001

ONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN

401k

Assets$1.7M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ONE CHARLES PRIVATE WEALTH SERVICES, LLC 401(K) PLAN401k$1.7M132025
Retirement plans
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