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  2. CONCANNON & CHARLES, P.C.
Sponsor portfolio

CONCANNON & CHARLES, P.C.

EIN 84-4207429-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$996K assets
Welfare
0
Participants
9
810 ASBURY AVE, SUITE 203 - OCEAN CITY, NJ 08226609-365-0012
Plans on this EIN
2 filings
#002CashBalance-$634K - 3 part#001401k-$362K - 6 part

Retirement portfolio analytics

2 plans aggregated / $996K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CASH BALANCE PLAN (#002)64%
  • P.C. 401K PLAN (#001)36%
Total $996KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P.C. 401K PLAN (#001)6
  • CASH BALANCE PLAN (#002)3
Total 9Click 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#002

CONCANNON & CHARLES, P.C. CASH BALANCE PLAN

CashBalance

Assets$634K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CONCANNON & CHARLES, P.C. 401K PLAN

401k

Assets$362K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CONCANNON & CHARLES, P.C. CASH BALANCE PLANCashBalance$634K32024
001CONCANNON & CHARLES, P.C. 401K PLAN401k$362K62025
Retirement plans
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