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Filings through Oct 24, 2026.

Charted Course Advisors

EIN 82-0684715-management consulting-Latest filing 2025
Plans
1
Retirement
1
$537K assets
Health & Benefits
0
Participants
5
734 W. BRIAR PLACE UNIT 1 - CHICAGO, IL 60657312-470-0624ccacfo.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
1 filing
#001401(k)-$537K - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CHARTED COURSE ADVISORS 401(K) PLAN

401(k)

Assets$537K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CHARTED COURSE ADVISORS 401(K) PLAN401(k)$537K52025
  • CHARTED COURSE ADVISORS 401(K) PLAN$537K
    #001 · 401(k) · 20255
Retirement plans
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