Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARLES M. SALTER ASSOCIATES, INC.
EIN 94-2461528Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$19.3M assets
Welfare
0
Participants
133
130 SUTTER STREET, 5TH FLOOR - SAN FRANCISCO, CA 94104415-397-0442
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.3M assets / 133 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
CHARLES M. SALTER ASSOCIATES, INC. 401(K) PLAN
401k
Assets$17.2M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CHARLES M. SALTER ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.0M
Participants65
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 | CHARLES M. SALTER ASSOCIATES, INC. 401(K) PLAN | 401k | $17.2M | 68 | 2025 | |
| 001 | CHARLES M. SALTER ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.0M | 65 | 2025 |
Retirement plans