Nancy Amorello signed Carroll Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carroll Enterprises, Inc.'s EIN is 04-2497441.
Download the official 2024 Form 5500 (PDF) for Carroll Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carroll Enterprises, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON BLETZER | 04-3499945 | KINGSTON, NH | RETAINED BY EMPLOYER | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $22.2M | 95.5% | |
| RELIANCE TRUST CA SVF SERIES 25053 RELIANCE COMPANY TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.2M | 9.6% |