What public Form 5500 filings show about the Carlton Management NY LLC 401(k) plan — and how to find and check your own account.
Carlton Management NY LLC (EIN 84-2056744) reports CARLTON MANAGEMENT 401(K) PLAN on its most recent Form 5500, with $430K in plan assets across 68 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 Management NY LLC filing — schedules, fees, and providers.
Carlton Management NY LLC’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 Management NY LLCHR for the recordkeeper’s name and login.
