Sponsor portfolio
THE CHARLES COMPANY
EIN 86-0452457Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$334K assets
Welfare
0
Participants
5
9666 EAST RIGGS ROAD, STE 136 - SUN LAKES, AZ 85248480-296-5052
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 | |
|---|---|---|---|---|---|---|
| 001 | THE CHARLES COMPANY RETIREMENT TRUST | 401k | $334K | 5 | 2025 |
Retirement plans