How big is Carlton Architecture, P.C.'s plan?

Carlton Architecture, P.C.'s plan reported $1.9M in assets and 13 participants for 2024.

Original filing (PDF)20250721143445NAL0004111058001

Carlton Architecture, P.C.

Name: Carlton Architecture, P.C. — Carlton Architecture, Form 5500 (2024)
Creator: Carlton Architecture, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlton Architecture, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Carlton Architecture, P.C.'s Carlton Architecture, P.C. 401(k) Profit Sharing Plan held $1.9M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Odette Ferrera signed Carlton Architecture, P.C.'s 2024 Form 5500 as plan administrator.

Odette Ferrera — 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

Carlton Architecture, P.C.'s EIN is 13-3970932.

EIN 13-3970932

Plan number 001

Plan year 2024

ACK ID 20250721143445NAL0004111058001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlton Architecture, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlton Architecture, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLTON ARCHITECTURE, P.C..

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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