Original filing (PDF)20251117144134NAL0001472353001

CARLTON ADVISORY SERVICES, INC.

Name: CARLTON ADVISORY SERVICES, INC. — CAS DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: CARLTON ADVISORY SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

CAS DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARLTON ADVISORY SERVICES, INC..

Plan sponsor

Name

CARLTON ADVISORY SERVICES, INC.

EIN

13-3977031

Address

535 FIFTH AVENUE · 4TH FLOOR · NEW YORK, NY · 10017

Phone

(212) 716-5616

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-11-17

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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