Original filing (PDF)20251009154922NAL0011297312001

CARROLL PETRIE FOUNDATION

Name: CARROLL PETRIE FOUNDATION — CARROLL PETRIE FOUNDATION 401(K) PLAN, Form 5500 (2024)
Creator: CARROLL PETRIE FOUNDATION

Form 5500-SF

FILING_RECEIVED

CARROLL PETRIE FOUNDATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARROLL PETRIE FOUNDATION.

Plan sponsor

Name

CARROLL PETRIE FOUNDATION

EIN

13-3912203

Address

401 EAST PALACE AVENUE · SANTA FE, NM · 87501

Phone

(505) 231-7383

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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