Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
CHARLIES FOOD AND FUN LLC
EIN 87-4714887Accommodation and Food ServicesLatest filing 2024
Plans
2
Retirement
2
$145K assets
Welfare
0
Participants
8
N4976 BUSINESS 26 - JEFFERSON, WI 53549608-698-9339
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $145K assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CHARLIE'S FOOD AND FUN CASH BALANCE PLAN
CashBalance
Assets$103K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CHARLIE'S FOOD AND FUN SAVINGS PLAN
401k
Assets$43K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CHARLIE'S FOOD AND FUN CASH BALANCE PLAN | CashBalance | $103K | 3 | 2024 | |
| 001 | CHARLIE'S FOOD AND FUN SAVINGS PLAN | 401k | $43K | 5 | 2024 |
Retirement plans