Original filing (PDF)20241202151431NAL0002408480001

CARTER & CIVITELLO

Name: CARTER & CIVITELLO — CARTER & CIVITELLO 401K PLAN, Form 5500 (2023)
Creator: CARTER & CIVITELLO

Form 5500-SF

FILING_RECEIVED

CARTER & CIVITELLO 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARTER & CIVITELLO.

Plan sponsor

Name

CARTER & CIVITELLO

EIN

06-1211727

Address

1 BRADLEY ROAD, SUITE 305 · WOODBRIDGE, CT · 06525

Phone

(203) 389-7000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-08-30

Filed

2024-12-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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