Charms Employees Retirement And Savings Plan
Sponsored by Charms Llc · EIN 364119865 · Plan #005
- Total assets
- $35.6M
- Net assets
- $35.6M
- Active participants
- 404
- With balances
- 503
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $9,860 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $7,716 |