How big is McCarthy & Carbone PC's plan?

McCarthy & Carbone PC's plan reported $42K in assets and 3 participants for 2024.

Original filing (PDF)20250721094110NAL0000556851001

McCarthy & Carbone PC

Name: McCarthy & Carbone PC — McCarthy & Carbone PC 401(k), Form 5500 (2024)
Creator: McCarthy & Carbone PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McCarthy & Carbone PC 401(k) Plan

401(k) retirement plan · McCarthy & Carbone PC's McCarthy & Carbone PC 401(k) Plan held $42K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

Plan identifiers

McCarthy & Carbone PC's EIN is 11-3366221.

EIN 11-3366221

Plan number 001

Plan year 2024

ACK ID 20250721094110NAL0000556851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McCarthy & Carbone PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McCarthy & Carbone PC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCARTHY & CARBONE PC.

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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