CARLTON GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the CARLTON GROUP, INC. 401(k) plan — and how to find and check your own account.
The CARLTON GROUP, INC. 401(k) on its latest Form 5500
CARLTON GROUP, INC. (EIN 56-0491507) reports CARLTON GROUP, INC. 401(K) SAVINGS PLAN on its most recent Form 5500, with $8.9M in plan assets across 115 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CARLTON GROUP, INC. filing — schedules, fees, and providers.
Who runs the CARLTON GROUP, INC. 401(k)?
CARLTON GROUP, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CARLTON GROUP, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FUND DIRECT ADVISORS, STANLEY BENEFIT SERVICES, PRONVEST.
How to check your CARLTON GROUP, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CARLTON GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).