Charlie Health, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Charlie Health, INC. (EIN 844582670)
  • Plan Type: 401(k)
  • Total Participants: 1,511
  • Total Assets: $14.6M
  • Sponsor State: MT

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241,511$14.6M$2.4M$4.5M
2023748$5.1M$1.1M$2.1M
2022304$1.1M$311,726$610,923

Service Providers

  • BAKER TILLY US, LLP — Accountant / Independent Qualified Public Accountant