How big is Carlstrom & Ritter, Inc.'s plan?

Carlstrom & Ritter, Inc.'s plan reported $1.0M in assets and 29 participants for 2024.

Original filing (PDF)20251014053259NAL0002259233001

Carlstrom & Ritter, Inc.

Name: Carlstrom & Ritter, Inc. — Carlstrom & Ritter, Inc., Form 5500 (2024)
Creator: Carlstrom & Ritter, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlstrom & Ritter, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Carlstrom & Ritter, Inc.'s Carlstrom & Ritter, Inc. Profit Sharing Plan held $1.0M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Carl Ritter signed Carlstrom & Ritter, Inc.'s 2024 Form 5500 as plan administrator.

Carl Ritter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carlstrom & Ritter, Inc.'s EIN is 11-2997222.

EIN 11-2997222

Plan number 001

Plan year 2024

ACK ID 20251014053259NAL0002259233001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlstrom & Ritter, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlstrom & Ritter, Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLSTROM & RITTER, INC..

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score